BBB Business Review
BBB Accredited Business since 11/30/2010
Secure Financial, Inc.
Phone: (866) 973-1088Fax: (925) 365-0592View Additional Phone Numbers6130 Stoneridge Mall Rd Ste 105, Pleasanton, CA 94588-3208
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Description
This company offers retirement accumulation and preservation of wealth.
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BBB Accreditation
A BBB Accredited Business since 11/30/2010
BBB has determined that Secure Financial, 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.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Secure Financial, Inc.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Industry Comparison| Chart
Financial Planning Consultants, Estate Planning & Management, Financial Services, Insurance - Long Term Care, Insurance - Life
Additional Information
topLicensing
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:
California Department of Insurance300 S Spring St, South Tower
Los Angeles, CA90013-1230
(800) 927-4357
http://www.insurance.ca.gov
BBB records show a license number of 0D19205 for this company.
Type: Dept of InsuranceCheck License Status: Click here to view license info
Please note that governmental licensing information may not be current.
Type of Entity
Corporation
Incorporated: December 2006, CA
Contact Information
Principal: Mr. Joseph R. Watson (Owner)Number of Employees
2
Business Category
Financial Planning Consultants, Estate Planning & Management, Financial Services, Insurance - Long Term Care, Insurance - Life
Alternate Business Names
Joseph R. WatsonIndustry Tips
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Your Rights as a Financial Planning Client
Map & Directions
Map & Directions
Address for Secure Financial, Inc.
6130 Stoneridge Mall Rd Ste 105
Pleasanton, CA 94588-3208
LocationsX
1 Locations
-
6130 Stoneridge Mall Rd Ste 105
Pleasanton, CA 94588-3208(866) 973-1088
(925) 973-1088
(925) 487-4058Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in the San Francisco Bay Area and Northern Coastal California. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Secure Financial, Inc. is in this range.
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:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company 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 company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Financial Planning Consultants
BBBTips on Putting Together a BudgetBBBTips on Saving and Investing
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.
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