BBB Accredited Business since
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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.
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
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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:
Banking, State Department of
602 Tolland St., East Hartford CT 06108
Phone Number: (860) 240-8299
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. 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
Financial Services Business Consultants Estate Planning & Management Taxes - Consultants & Representatives Financial Planning Consultants Retirement Planning Service Sales Financing (NAICS: 522220)
Alternate Business NamesWMGNA
Products & Services
Wealth Management Group of North America, LLC is a boutique wealth management firm located in Farmington, CT.