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Eastern Washington, North Idaho and Montana

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BBB Accredited Business since

Schrette & Lee Wealth Management

Additional Locations

Phone: (208) 743-1943 Fax: (208) 743-1097 View Additional Phone Numbers 1407 16th Ave, Lewiston, ID 83501 View Additional Email Addresses http://www.schretteandlee.com

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BBB Accreditation

A BBB Accredited Business since

BBB has determined that Schrette & Lee Wealth Management 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 the rating for Schrette & Lee Wealth Management include:

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

Industry Ratings Comparison | Chart


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 Schrette & Lee Wealth Management
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

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BBB file opened: November 24, 2003 Business started: 06/01/2002 in ID Business started locally: 05/21/2002 Business incorporated: 05/21/2002 in ID
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:

Idaho Secretary of State
700 West Jefferson Room E205, Boise ID 83720
http://www.sos.idaho.gov/
Phone Number: 208-334-2300
sosinfo@sos.idaho.gov

Department of Insurance
P O Box 83720, 700 W. State Street 3rd Floor, Boise ID 83720
http://www.doi.idaho.gov/insurance/search.aspx
Phone Number: (800) 721-3272
steve.kolb@doi.idaho.gov

Idaho Department of Finance
P.O. Box 83720, Boise ID 83712
http://finance.idaho.gov/Default.aspx
Phone Number: (888) 346-3378

California Secretary of State
1500-11th Street, PO Box 944260, Sacramento CA 94244
http://www.ss.ca.gov

Washington State Office of the Insurance Commissioner
P O Box 40244, Olympia WA 98504
Phone Number: 1-800-562-6900

Type of Entity

Corporation

Business Management
Ms. LeeAnn Hostetler, Administrative Assistant Mr. Joseph V. Lee, Vice President Mr. Paul Schrette, President
Contact Information
Principal: Ms. LeeAnn Hostetler, Administrative Assistant
Business Category

Investment Advisory Service Insurance Services Financial Planning Consultants

Alternate Business Names
Madison Avenue Securities, Inc. Schrette & Lee Financial Services, Inc.
Licensing

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:We are licensed to sell Insurance Products in AZ,ID,NM,OR,WA.

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Industry Ratings Comparison Chart X
Same Relative Size   All Businesses
The information in the chart below represents an industry ratings comparison of businesses which are of the same relative size or for all businesses (see toggle). This is based on BBB's database of businesses located in Eastern Washington, North Idaho and Montana. Businesses may engage in more than one type of business.
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Types of Complaints Handled by BBB

BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:

We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.

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BBB Complaint Process

Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.

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What government actions does BBB report on?

BBB reports on known significant government actions involving business' marketplace conduct.

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