BBB Business Review
BBB Accredited Business since
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Valerie E. Thomas, & Associates, LLC offers financial planning, business consulting, investments, insurance (life, term and Long Term Care) and estate and legacy planning.
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A BBB Accredited Business since
BBB has determined that Valerie E. Thomas & Associates, 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 raised the rating for Valerie E. Thomas & Associates, LLC 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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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:
Insurance, State of CT Dept. of
153 Market St, Hartford CT 06103
Phone Number: (860) 297-3900
Type of Entity
Limited Liability Company (LLC)
Business ManagementMrs. Valerie E. Thomas, CLU Mr. Whitney Burr, Consultant Ms. Karyn Lancaster, Consultant
Financial Services Business Consultants Estate Planning & Management Financial Planning Consultants Insurance Consultants Investment Advisory Service Sales Financing (NAICS: 522220)