BBB Accredited Business since
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Lillian Meyers, CFP, EA, "The Retiree's Tax Savvy Best Friend" is a nationally-recognized Financial Educator, Speaker, and Tax and Financial Planner. Meyers, who as an Enrolled Agent has received the highest credential the IRS awards.
A BBB Accredited Business since
BBB has determined that Meyers Financial 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 Meyers Financial include:
- Length of time business has been operating
- No complaints filed with BBB
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:
California Department of Insurance
300 S Spring St, South Tower, Los Angeles CA 90013
Phone Number: (800) 927-4357
California Tax Education Council
PO Box 2890, Sacramento CA 95812
Phone Number: (916) 492-0457
Type of Entity
Business ManagementMs. Lillian Meyers, CEO
Number of Employees
Financial Planning Consultants Investment Advisory Service Retirement Planning Service Insurance Services Tax Return Preparation Taxes - Consultants & Representatives
Alternate Business NamesMeyers Financial Services
Products & Services
The Joy of Retirement Process, Investment Strategies and Portfolio Management Fee Base, Tax & Tax Planning for Individuals and Small Businesses.