BBB Business Review
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 16 factors. Get the details about the factors considered.
Factors that raised the rating for Lobo & Pascale Wealth Management, LLC include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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|Problems with Product/Service||0|
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Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Jeremy M. Lobo, Manager/Member Ms. Nicole Bucciero, Executive Assistant Mr. Christopher W. Pascale, Manager/Member
Financial Planning Consultants Retirement Planning Service Risk Management Estate Planning & Management Business Plan Preparation Consumer Lending (NAICS: 522291)