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BBB Accredited Business since 06/16/2014
Capitalguard Financial and Insurance Services
(972) 503-99005420 LBJ Freeway, Suite 580, Dallas, TX 75240-6223 Send email to Capitalguard Financial and Insurance Services
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Capitalguard Financial and Insurance Services is a full service retirement planning, investment and insurance firm.
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
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
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
Type of Entity
Limited Liability Corporation
Contact InformationPrincipal: Mr. Lance Riddle (Owner)
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.