BBB Accredited Business since
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Lobo & Pascale Wealth Management, LLC offers investment services and portfolio management through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA,CT, FL, MA, ME, NC, NH, NJ, NY, OH, PA, RI, SC, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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A BBB Accredited Business since
BBB has determined that Lobo & Pascale Wealth Management, LLC 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 affect the rating for Lobo & Pascale Wealth Management, LLC include:
- Length of time business has been operating
- Complaint volume filed with BBB for business of this size
- Response to 1 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||1|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Jeremy M. Lobo, Manager/Member Mr. Christopher W. Pascale, Manager/Member
Financial Planning Consultants Retirement Planning Service Risk Management Estate Planning & Management Business Plan Preparation Consumer Lending (NAICS: 522291)