BBB Accredited Business since 12/21/2009
BBB Business Reviews may not be reproduced for sales or promotional purposes.
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.
Request a Quote
A BBB Accredited Business since 12/21/2009
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 16 factors. Get the details about the factors considered.
Factors that raised KMD's Money Management Place'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|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
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.
BBB records show a license number of 84406 for this company. Their web address is http://www.ctec.org/Preparerverify.aspx.Type: IRS-Enrolled Agents
Check License Status: Click here to view license info
Please note that governmental licensing information may not be current.
Type of Entity
Incorporated: December 2008, CA
Contact InformationMr. Charlie Dolan (COO)
Number of Employees
Financial Services, Tax Return Preparation, Credit & Debt Counseling, Consultant - Planning, Business Consultants, Bookkeeping Service, Accounting Services
Alternate Business NamesKMD Financial Services, Inc.
Industry TipsAvoid Abusive Home-Based Business Tax Schemes
BBB: What We Can Do For Your Business!
BBBTips on Saving and Investing
Businesses Urged to Avoid Employment Tax Schemes
Credit Repair Fraud Proliferates
Dont Fall Victim to Tax Reduction Schemes!
DONT LET YOUR FINANCIAL SITUATION DETERIORATE
Finding a Reputable Tax Preparer
Hiring Business Consultants for Your Business
How to Choose a Credit Counseling Agency
Looking for Sound Financial Advice for Your Business?
Selecting a Financial Planner
Steps to Starting Your Own Business
Tips on Choosing a Credit Counselling Agency