BBB Business Review

Text Sizesmall medium large

BBB Accredited Business since

KMD's Money Management Place

Phone: (650) 595-4933 Fax: (650) 595-8753 View Additional Phone Numbers 1501 El Camino Real Ste E, Belmont, CA 94002 http://www.kmdmoney.com


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

This company offers financial training, counseling and coaching for business, personal and teens. Offering software products and programs for empowerment of financial budgeting and living within your means utilizing the concept of awareness and choice.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that KMD's Money Management Place 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 KMD's Money Management Place include:

  • Length of time business has been operating
  • No complaints filed with BBB


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 KMD's Money Management Place
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: May 27, 1994 Business started: 11/01/1979 Business started locally: 11/01/1979 Business incorporated 12/08/2008 in CA
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 Board of Accountancy
2000 Evergreen St Ste 250, Sacramento CA 95815
https://www.breeze.ca.gov/datamart/selSearchTypeCADCA.do?from=loginPage
Phone Number: (916) 263-3680

California Tax Education Council
PO Box 2890, Sacramento CA 95812
http://www.ctec.org/
Phone Number: (916) 492-0457

Type of Entity

Corporation

Business Management
Ms. Kathleen M. Dolan, CEO Mr. Charlie Dolan, COO
Contact Information
Principal: Ms. Kathleen M. Dolan, CEO
Number of Employees

9

Business Category

Financial Services Accountants Accounting Services Bookkeeping Service Business Consultants Consultant - Planning Credit & Debt Counseling Payroll Service Tax Return Preparation Taxes - Consultants & Representatives Taxes - Enrolled Agent Business Services - General Financial Consultants - No License Required

Service Area
San Francisco Bay Area
Alternate Business Names
KMD Financial Services, Inc.
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.