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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 13 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
Industry Ratings Comparison
Customer Complaints Summary
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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:
Idaho Department of Finance
P.O. Box 83720, Boise ID 83712
Phone Number: (888) 346-3378
California Secretary of State
1500-11th Street, PO Box 944260, Sacramento CA 94244
Washington State Office of the Insurance Commissioner
P O Box 40244, Olympia WA 98504
Phone Number: 1-800-562-6900
Type of Entity
Business ManagementMs. LeeAnn Hostetler, Administrative Assistant Mr. Joseph V. Lee, Vice President Mr. Paul Schrette, President
Investment Advisory Service Insurance Services Financial Planning Consultants
Alternate Business NamesMadison Avenue Securities, Inc. Schrette & Lee Financial Services, Inc.
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.