BBB Logo

Better Business Bureau ®
Start With Trust®
San Francisco Bay Area and Northern Coastal California

BBB Business Review

Is this your Business?

BBB Accredited Business since 12/21/2009

KMD's Money Management Place

Phone: (650) 595-4933Fax: (650) 595-8753View Additional Phone Numbers1501 El Camino Real Ste I, BelmontCA 94002-3946View Additional Web Addresses

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 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

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Additional Information

top
BBB file opened: 05/27/1994Business started: 11/01/1979
Licensing

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

Corporation

Incorporated: December 2008, CA

Contact Information
Mr. Charlie Dolan (COO)
Number of Employees

9

Business Category

Financial Services, Tax Return Preparation, Credit & Debt Counseling, Consultant - Planning, Business Consultants, Bookkeeping Service, Accounting Services

Alternate Business Names
KMD Financial Services, Inc.
Industry Tips
Avoid 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

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

X

What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

X

BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.