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BBB Business Review

BBB Accredited Business since 3/26/2009

Townsend Wealth Management

Phone: (706) 221-8200 Fax: (706) 221-8600 6867 Mountainbrook Dr Ste 102, Columbus, GA 31904 http://www.townsendwm.com

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Description

Townsend Wealth Management provides comprehensive financial planning and investment management services. As an independent, fee-only firm, we do not receive commissions on the sale of securities, insurance, or any financial product.  We adhere to a fiduciary level of care, always placing your interests first.

Our comprehensive financial plans include retirement planning, estate planning, and financial risk analysis.  We seek opportunities to help you maximize your assets.

Our investment program stresses diversified asset allocation. Our goal is to maximize returns for your personal risk tolerance. We invest for the long term, emphasizing underlying fundamentals, which ultimately drive investment returns.
 

BBB Accreditation

A BBB Accredited Business since 3/26/2009

BBB has determined that Townsend Wealth Management 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 16 factors. Get the details about the factors considered.

Factors that raised the rating for Townsend Wealth Management include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Definitions | BBB Complaint Process | File a Complaint against Townsend Wealth Management

Additional Information

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BBB file opened: February 10, 2009 Business started: 09/01/2001 in GA Business incorporated: 09/01/2001 in GA
Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Tyler A. Townsend, Vice President, Investments
Contact Information
Principal: Mr. Tyler A. Townsend, Vice President, Investments
Business Category

Financial Planning Consultants Investment Advisory Service

Products & Services

Townsend Wealth Management offers the following product(s): Financial Planning Consultant

Alternate Business Names
Townsend Financial
BBB Program Participation

Military Marketplace
This company is a participant in the BBB's "Military Marketplace Code of Ethics" program.  The program is provided by the Bureau as a specific effort to ensure a "Fair and Honest" marketplace for members of the United States Military and their families. 

Industry Tips
Financial Planning Investments
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BBB Complaint Process

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