BBB Accredited Business since
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Sum Total Financial Management, Inc. is a retirement planning agency that provides insurance packages. This business is located in West Chicago, IL, and serves the entire Chicagoland area. This company offers insurance services including annuities, life insurance, long-term care insurance, retirement planning service, commercial insurance services including key man life insurance, deferred compensation, buy/sell planning, insurance evaluations, and term life insurance.
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A BBB Accredited Business since
BBB has determined that Sum Total Financial Management, Inc. 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 Sum Total Financial Management, Inc. include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Type of Entity
Business ManagementMr. Terry Treudt, President
Insurance Services Insurance - Life Annuities Retirement Planning Service Insurance Agencies and Brokerages (NAICS: 524210)