BBB Business Review

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BBB Accredited Business since 06/16/2014

Capitalguard Financial and Insurance Services

(972) 503-99005420 LBJ Freeway, Suite 580, DallasTX 75240-6223 Send email to Capitalguard Financial and Insurance Services

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Description

Capitalguard Financial and Insurance Services is a full service retirement planning, investment and insurance firm.

BBB Accreditation

A BBB Accredited Business since 06/16/2014

BBB has determined that Capitalguard Financial and Insurance Services 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 Capitalguard Financial and Insurance Services' rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Additional Information

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BBB file opened: 04/16/2012Business started: 04/01/1994Business started locally: 05/01/2008
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Texas Department of Insurance
333 Guadalupe Street
Austin, TX78701
(800) 252-3439
http://www.tdi.texas.gov

Type of Entity

Limited Liability Corporation

Contact Information
Principal: Mr. Lance Riddle (Owner)
Business Category

Insurance Agency, Investment Management, Insurance Services, Insurance Consultants, Insurance - Disability, Insurance - Senior Products, Insurance - Long Term Care, Insurance - Life, Insurance - Medicare Services, Insurance - Health, Insurance - Accident & Health

Products & Services

Investment Management, Retirement Planning, Estate Planning, Tax Planning Annuities, 401k's, IRA's, Life Insurance, Disability Insurance, LTC Insurance, Health Insurance, and College Savings.

Hours of Operation
Mon: 08:00 AM to 05:00 PMTue: 08:00 AM to 05:00 PMWed: 08:00 AM to 05:00 PMThu: 08:00 AM to 05:00 PMFri: 08:00 AM to 05:00 PM
Alternate Business Names
Capitalguard, LLC
Industry Tips
Insurance

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.