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BBB Accredited Business since 05/27/2011
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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 05/27/2011
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 Meyers Financial's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Meyers Financial
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0 Customer Reviews|
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:Investment Adviser
44 Montgomery St Ste 1100
San Francisco, CA 94104-4613
BBB records show a license number of 0809561 for this company.Type: Dept of Insurance
Check License Status: Click here to view license info
Please note that governmental licensing information may not be current.
BBB records show a license number of 136624 for this company, issued by Investment Adviser. Their web address is http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd Search.aspx.
Type of Entity
Incorporated: January 2000, CA
Contact InformationPrincipal: Ms. Lillian Meyers (CEO)
Number of Employees
Financial Planning Consultants, Taxes - Consultants & Representatives, Tax Return Preparation, Insurance Services, Retirement Planning Service, Investment Advisory Service
Products & Services
The Joy of Retirement Process, Investment Strategies and Portfolio Management Fee Base, Tax & Tax Planning for Individuals and Small Businesses.
Hours of OperationMon: 08:30 AM to 04:30 PMTue: 08:30 AM to 04:30 PMWed: 08:30 AM to 04:30 PMThu: 08:30 AM to 04:30 PMFri: 08:30 AM to 04:30 PMSat: 08:30 AM to 04:30 PMSun: 08:30 AM to 04:30 PM