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BBB Accredited Business since

Valerie E. Thomas & Associates, LLC

Phone: (860) 678-6260 Fax: (860) 678-6261 View Additional Phone Numbers 10 N Main St  Ste 213, West Hartford, CT 06107 http://www.LPL.com/valerie.thomas


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

Valerie E. Thomas, & Associates, LLC offers financial planning, business consulting, investments, insurance (life, term and Long Term Care) and estate and legacy planning.


BBB Accreditation

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

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

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Valerie E. Thomas & Associates, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: December 08, 1989 Business started: 01/01/1989 Business started locally: 01/01/1989 Business incorporated 05/10/1995 in CT
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 Management
Mrs. Valerie E. Thomas, CLU Mr. Whitney Burr, Consultant Ms. Karyn Lancaster, Consultant
Contact Information
Customer Contact: Ms. Karyn Lancaster, Consultant
Principal: Mrs. Valerie E. Thomas, CLU
Business Category

Financial Services Business Consultants Estate Planning & Management Financial Planning Consultants Insurance Consultants Investment Advisory Service Sales Financing (NAICS: 522220)

Service Area
Connecticut, anywhere in the U.S.
Alternate Business Names
Chartered Financial Consultant & Associates LPL Financial Valerie E. Thomas CLU CHFC Valerie E. Thomas, CLU CHFC & Associates Valerie Thomas
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.