BBB Accredited Business since
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America United Wealth Planning is an insurance and financial planning company for individuals who are trying to transition into retirement. This business is located in Schaumburg, IL, and serves the north-western Chicago suburbs including Schaumburg, Elgin, Streamwood, Hanover Park, Bartlett, South Elgin, Roselle, Bloomingdale, Elk Grove Village, Des Plaines, Mt Prospect, Naperville, Prospect Heights, Arlington Heights, Palatine, Carpentersville, Crystal Lake, St Charles, Campton Hills, Pingree Grove, Hampshire, Burlington, Harmony, Huntley, Algonquin, Genoa, Sycamore, Buffalo Grove, Wheaton, Geneva, and Carol Stream. This company offers financial planning services including life insurance packages, risk management services, retirement planning services, and retirement transfers.
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A BBB Accredited Business since
BBB has determined that America United Wealth Planning 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 America United Wealth Planning include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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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:
Attorney Registration & Disciplinary Commission
130 E Randolph St, Ste 1500, Chicago IL 60601
Phone Number: (800) 826-8625
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420
Type of Entity
Business ManagementMr. John Davis, CEO
Insurance Agents Insurance - Life Insurance - Long Term Care Insurance - Disability Insurance Consultants Retirement Planning Service Risk Management Financial Planning Consultants Insurance Agency Insurance Agencies and Brokerages (NAICS: 524210)