BBB Accredited Business since 05/06/2005
A4 Wealth Advisors, LLCFind a Location
Phone: (704) 509-1141Fax: (704) 897-027116140 Northcross Dr, Lake Norman Financial Center, Huntersville, NC 28078-5045
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A BBB Accredited Business since 05/06/2005
BBB has determined that A4 Wealth Advisors, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised A4 Wealth Advisors, LLC's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on A4 Wealth Advisors, LLC
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Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:Securities Division, NC
300 N Salisbury St Rm 304
Raleigh, NC 27603-5925
Insurance Commission, NC
1201 Mail Service Center
Raleigh, NC 27699-1200
Certified Financial Planner Board of Standards, NC
1425 K St. NW Ste. 500
Washington, DC 20005
BBB records show a license number of 152397 for this company, issued by Securities Division, NC.
BBB records show a license number of 1000002646 for this company, issued by Insurance Commission, NC. Their web address is http://www.ncdoi.com.
BBB records show a license number of 89453 for this company, issued by Certified Financial Planner Board of Standards, NC. Their web address is http://www.cfp.net.
Type of Entity
Incorporated: September 2000, NC
Contact InformationPrincipal: Mr. John Balcerzak, CFP (CEO ext.100)Customer Contact: Ms. Amy Sherrill (Client Services Director ext.101)
Number of Employees
Financial Services, Investment Securities, Insurance Companies