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BBB Business Review

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BBB Accredited Business since

Wealth Management Group of North America, LLC

Phone: (860) 679-5255 View Additional Phone Numbers 10 Talcott Notch Rd Ste 103, Farmington, CT 06032

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


Wealth Management Group of North America, LLC (WMGNA) offers financial management, tax services, life planning, asset management and insurance. Also, offered is education planning strategies, 401K/pension planning, and small business consulting.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Wealth Management Group of North America, 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 Wealth Management Group of North America, 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 Wealth Management Group of North America, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: February 27, 1997 Business started: 08/16/1995 Business started locally: 08/16/1995 Business incorporated 08/16/1995 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:

Banking, State Department of
602 Tolland St., East Hartford CT 06108
Phone Number: (860) 240-8299

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Brian P. Beck, President & CFO Mr. Daniel J. Friedman, CEO Mrs. Darlene Galayda, Client Relations Manager Mrs. Elizabeth Martin, Director Mr. Adam Scherer, Financial Planning Associate Mrs. Stacee Schnurr, Client Relations Manager Mrs. Melody Simpson, Marketing & Media Relations Manager
Contact Information
Principal: Mr. Brian P. Beck, President & CFO
Customer Contact: Mrs. Darlene Galayda, Client Relations Manager
Business Category

Financial Services Business Consultants Estate Planning & Management Taxes - Consultants & Representatives Financial Planning Consultants Retirement Planning Service Sales Financing (NAICS: 522220)

Alternate Business Names
Products & Services

Wealth Management Group of North America, LLC is a boutique wealth management firm located in Farmington, CT.


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.

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.