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BBB Accredited Business since
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Asset Protection, Charitable Giving, Diversification, Estate Planning, Evidence Based Investing, Financial Planning, Income Planning, Investment Planning, IRA and 401(K) Rollovers, IRA Legacy Planning, Life Insurance, Long Term Care, Retirement Planning, Social Security Planning, Tax Preparation, Trusts & Probate, College Planning
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A BBB Accredited Business since
BBB has determined that Wealth Financial Group 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 Wealth Financial Group include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1|
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Gabriel Lewit, COO & Co-Founder Mr. Steve Lewit, President
Financial Planning Consultants Retirement Planning Service Investment Advice (NAICS: 523930)
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview