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Business ProfileforA4 Wealth Advisors, LLC
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
Overview
A4 Wealth Advisors, LLC is a full-service financial services company that is focused on serving the needs of our client’s goals and objectives. Our focus is retirement income planning and to increase cash flow and net worth while minimizing taxes for our clients.
Products & Services
Business Details
This is a multi-location business.
- Location of This Business
- 16140 Northcross Dr, Huntersville, NC 28078-5045
- BBB File Opened:
- 10/4/2004
- Years in Business:
- 23
- Business Started:
- 9/12/2000
- Business Started Locally:
- 9/12/2000
- Business Incorporated:
- 9/12/2000
- Accredited Since:
- 5/6/2005
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 152397 for this business, issued by Securities Division, NC
These agencies may include:
Securities Division, NC
300 N Salisbury St Rm 304
Raleigh NC 27603
BBB records show a license number of 89453 for this business, issued by Certified Financial Planner Board of Standards, NCThese agencies may include:
Certified Financial Planner Board of Standards, NC
1425 K St NW Ste 500
Washington DC 20005
BBB records show a license number of 1000002646 for this business, issued by Insurance Commission, NCThese agencies may include:
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
- Type of Entity:
- Limited Liability Company (LLC)
- Number of Employees:
- 4
- Alternate Business Name
- A4 Insurance Solutions
- World Wide Financial Solutions, LLC
- A4 Medicare Solutions
- Hours of Operation
Primary
- M:
- 9:00 AM - 5:00 PM
- T:
- 9:00 AM - 5:00 PM
- W:
- 9:00 AM - 5:00 PM
- Th:
- 9:00 AM - 5:00 PM
- F:
- 9:00 AM - 5:00 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Mr. John Balcerzak, CFP, IAR, CEO
- Contact Information
Principal
- Mr. John Balcerzak, CFP, IAR, CEO
Customer Contact
- Ms. Shauntae Funkhouser, IAR, Business Development Coordinator
- Ms. Heather Fowler, Operations Assistant
- Additional Contact Information
Fax Numbers
- (704) 897-0271Primary Fax
Phone Numbers
- (888) 949-7475Other Phone
- (704) 897-0267Other Phone
- (704) 897-0271
Customer Complaints
0 Customer Complaints
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