BBB Accredited Business sinceAdditional Locations
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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.
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A BBB Accredited Business since
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 the rating for Asset Management Alliance 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 Summary Read complaint details
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||2|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
Licensing, Bonding or Registration
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.
These agencies may include:
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Steve Carlson, Owner Mr. Mike DeFrank Mr. Gary Grossman
Financial Services Insurance - Life Insurance - Senior Products Annuities Investment Advice (NAICS: 523930)