BBB Business Review

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BBB Accredited Business since

Presidential Brokerage Inc

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Phone: (303) 694-1600 View Additional Phone Numbers 5445 DTC Pkwy Ste 1100, Greenwood Village, CO 80111 http://www.americasretirementstore.com View Additional Web Addresses


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Description

Presidential Brokerage, a full service brokerage firm founded in 1991, created America’s Retirement Store to meet the needs of mainstream Americans who are looking for a personalized retirement strategy that helps provide security and peace of mind.

America’s Retirement Store offers individuals and families the tools and guidance to build and monitor a meaningful retirement plan.

We address today’s new retirement challenges in a refreshing, personal way and offer free, no obligation workshops that help demystify and clarify complex financial issues

 

Mission: “To make a positive difference in the lives of individuals and families, by providing insightful, personalized financial guidance. Helping you retire…better!”

Core Values:

To earn the trust of every client we serve

To adhere to the highest ethical standards

To recruit only talented, caring and qualified people as part of our team

To provide continuing education to our clients and to our team

To know and keep current with the latest technology

To live by the golden rule



BBB Accreditation

A BBB Accredited Business since

BBB has determined that Presidential Brokerage Inc 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.

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Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that affect the rating for Presidential Brokerage Inc 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 Presidential Brokerage Inc
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: October 01, 1993 Business started: 06/24/1991 Business started locally: 06/24/1991 Business incorporated 07/08/1993 in CA
Licensing, Bonding or Registration
Many local municipalities, townships and counties have registration, bonding and/or licensing requirements. The BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Permit and license requirements for regulated industries in the State of Colorado can be viewed at the following website:

http://www.colorado.gov/pacific/dora/licenses-and-permits-0

To view the registration of a business with the Colorado Secretary of State click below:

http://www.sos.state.co.us/biz/BusinessEntityCriteriaExt.do

Type of Entity

Corporation

Business Management
Mr. Daniel Lempe, President Mr. Cory Davern, Executive V.P. Mr. John DuPriest, CEO
Contact Information
Customer Contact: Mr. John DuPriest, CEO
Principal: Mr. Daniel Lempe, President
Business Category

Financial Planning Consultants Investment Management

Additional Information

Mission: “To make a positive difference in the lives of individuals and families, by providing insightful, personalized financial guidance. Helping you retire…better!”

Core Values:

To earn the trust of every client we serve

To adhere to the highest ethical standards

To recruit only talented, caring and qualified people as part of our team

To provide continuing education to our clients and to our team

To know and keep current with the latest technology

To live by the golden rule

Industry Tips
Financial Planners
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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.