BBB Business Review
BBB Accredited Business since 09/27/2010
McIlwain Financial Services
(704) 449-28044801 E Independence Blvd Ste 302, Charlotte, NC 28212-5408www.mcilwainfs.com
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Request a Quote
BBB Accreditation
A BBB Accredited Business since 09/27/2010
BBB has determined that McIlwain Financial Services 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 16 factors. Get the details about the factors considered.
Factors that raised McIlwain Financial Services' rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Industry Comparison| Chart
Retirement Planning Service, Financial Services, Insurance Services, Insurance Consultants, Insurance - Disability, Annuities, Insurance - Long Term Care, Insurance - Life, Insurance - Health, Financial Planning Consultants
Additional Information
topLicensing
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:
Insurance Commission, NC1201 Mail Service Center
Raleigh, NC27699-1200
(800) 546-5664
http://www.ncdoi.com
BBB records show a license number of NPN 5616955 for this company, issued by Insurance Commission, NC. Their web address is http://www.ncdoi.com.
Type of Entity
Sole Proprietor
Contact Information
Principal: Mr. Byron McIlwain Sr. (Financial Strategist)Number of Employees
2
Business Category
Retirement Planning Service, Financial Services, Insurance Services, Insurance Consultants, Insurance - Disability, Annuities, Insurance - Long Term Care, Insurance - Life, Insurance - Health, Financial Planning Consultants
Industry Tips
Automobile InsuranceBBBTips on Putting Together a Budget
BBBTips on Saving and Investing
Discount Cards are not Health Insurance!
Fraudulent Health Insurance a Growing Problem
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Tips on Purchasing Identity Theft Insurance
Travel Insurance - Is it Necessary?
Will Your Auto Insurance Weather the Storm?
Your Rights as a Financial Planning Client
Map & Directions
Map & Directions
Address for McIlwain Financial Services
4801 E Independence Blvd Ste 302
Charlotte, NC 28212-5408
LocationsX
1 Locations
-
4801 E Independence Blvd Ste 302
Charlotte, NC 28212-5408(704) 449-2804Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Southern Piedmont/Charlotte, NC. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*McIlwain Financial Services is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
BBB began including complaint response text in BBB Business Reviews on April 2, 2012.
Industry Tips for Retirement Planning Service
Automobile InsuranceBBBTips on Putting Together a Budget
BBBTips on Saving and Investing
Discount Cards are not Health Insurance!
Fraudulent Health Insurance a Growing Problem
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Tips on Purchasing Identity Theft Insurance
Travel Insurance - Is it Necessary?
Will Your Auto Insurance Weather the Storm?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.
About BBB Business Review Content and Services
Some Better Business Bureaus offer additional content and services in BBB Business Reviews. The additional content and services are typically regional in nature or, in some cases, a new product or service that is being tested prior to a more general release. Not all enhanced content and services are available at all Better Business Bureaus.