BBB Business Review

Is this your Business?

BBB Accredited Business since 10/01/2010

Asset Management Alliance

Find a Location

Phone: (630) 797-2277Fax: (708) 403-0444View Additional Phone Numbers100 Illinois St STE 200, Saint CharlesIL 60174-1867 Send email to Asset Management Alliance

BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

Asset Management Alliance is a financial services company which assists individuals in determining and achieving their financial goals by working with banks, credit unions, and insurance companies to help protect their assets. Located in Orland Park, IL, this company serves the southern suburbs of Chicago, including Tinley Park, Oak Forest, Homer Glen, Mokena, Frankfort, Frankfort Square, Palos Heights, Palos Hills, Worth, Midlothian, Crestwood, Alsip, New Lenox, Lemont, Burr Ridge, Darien, Willowbrook, Oak Lawn, Hickory Hills, Countryside, Hodgkins, Markham, Hazel Crest, Homewood, Flossmoor, Olympia Fields, Matteson, Blue Island, Lockport, Crest Hill, Preston Heights, Joliet, Rockdale, and Romeoville. The company has been in business since 2009 and was founded by Steve Carlson, who has spent his entire adult life in the financial management industry. The company's staff has over 30 years of combined experience in the industry.

This company focuses on using safe strategies to help their clients reach their financial goals. To that end, this company does not use any risk-based investment strategies such as stocks, bonds, mutual funds, variable annuities, or any other risk based investments. Instead, this company uses Certificates of Deposit, 401Ks, IRAs, Fixed Annuities, Fixed Indexed Annuities, Life Insurance including Single Premium Life insurance, and Market-Value Certificates of Deposit. All of their Certificates of Deposit are fully insured, and the client's principals and interests are always protected. All of the investments are deposited into the client's account and the client never incurs any fees.

Visit the website for Asset Management Alliance to learn more about the services available from this company, read staff biographies, and contact the company to begin investing with this company.

BBB Accreditation

A BBB Accredited Business since 10/01/2010

BBB has determined that Asset Management Alliance 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 Asset Management Alliance's rating include:

  • Length of time business has been operating.
  • Complaint volume filed with BBB for business of this size.
  • Response to 2 complaint(s) filed against business.
  • Resolution of complaint(s) filed against business.

Customer Complaints SummaryRead complaint details

2 complaints closed with BBB in last 3 years | 2 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues1
Problems with Product / Service1
Billing / Collection Issues0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 2

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Asset Management Alliance

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

top
BBB file opened: 09/12/2007Business started: 04/01/2009
Type of Entity

Limited Liability Corporation

Contact Information
Principal: Mr. Steve Carlson (Owner)Mr. Mike DeFrank Mr. Gary Grossman
Business Category

Financial Services, Annuities, Insurance - Senior Products, Insurance - Life

Alternate Business Names
Asset Management Alliance LLC

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

X

What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

X

BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.