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BBB Business Review

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BBB Accredited Business since

Steve Parker & Associates, LLC

Phone: (708) 226-9277 Fax: (708) 570-2934 15255 S 94th Ave Ste 500, Orland Park, IL 60462 http://wealth-usa.com


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Description



Steve Parker & Associates, LLC, is a financial planning company which assists individuals in achieving their financial goals and maximizing their Social Security funds. Located in Orland Park, IL, this company serves the southwestern suburbs of Chicago, including Palos Heights, Palos Hills, Oak Forest, Midlothian, Homer Glen, Tinley Park, Lemont, Romeoville, Mokena, Frankfort Square, Alsip, Crestwood, Worth, and Lockport. The company was formed in 2001 by Steve Parker, who holds a MBA from the Owen School of Business at Vanderbilt University, from where he graduated with honors. He has over 30 years of experience as a professional financial planner, including service with two public accounting firms and positions as the chief financial officer at two major businesses.

Parker advises clients in the areas of income planning, asset location, taxation, and legacy planning. His specialties and capabilities include estate planning, retirement income strategies, optimizing Social Security benefits, reducing financial risks, controlling asset volatility, and optimizing cash flow. His services include assisting individuals with understanding when and why they should begin receiving Social Security benefits. His company uses proprietary software that will explain when it makes sense for an individual and his or her spouse to start receiving Social Security, the impact on Social Security if an individual works during retirement, how much of Social Security will be taxed each year, and strategies to fill the income gap between the amount of Social Security and the individual's desired income during retirement.

Visit the website for Steve Parker & Associates to read Parker's full biography, learn more about asset allocation and income management, and view contact information to schedule a consultation regarding legacy planning, Social Security benefits, and taxation.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Steve Parker & Associates, 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 the rating for Steve Parker & Associates, LLC include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Steve Parker & Associates, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: June 14, 2012 Business started: 01/01/2001 Business started locally: 01/01/2001 Business incorporated 11/15/2001 in IL
Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Steve Parker, Owner
Contact Information
Principal: Mr. Steve Parker, Owner
Business Category

Financial Planning Consultants Insurance - Life Insurance - Senior Products Retirement Planning Service Estate Planning & Management Investment Advice (NAICS: 523930)

X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.