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, Belmont, CA 94002-3946
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 13 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.
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|
Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on KMD's Money Management Place
|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:California Board of Accountancy
2000 Evergreen St Ste 250
Sacramento, CA 95815-3832
California Tax Education Council
PO Box 2890
Sacramento, CA 95812-2890
BBB records show a license number of 84406 for this company.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 InformationPrincipal: Ms. Kathleen M. Dolan (CEO)Mr. Charlie Dolan (COO)
Number of Employees
Financial Services, Business Services - General, Taxes - Enrolled Agent, Taxes - Consultants & Representatives, Tax Return Preparation, Payroll Service, Credit & Debt Counseling, Consultant - Planning, Business Consultants, Bookkeeping Service, Accounting Services, Accountants, Financial Consultants - No License Required
Hours of OperationMon: 09:00 AM to 04:00 PMTue: 09:00 AM to 04:00 PMWed: 09:00 AM to 04:00 PMThu: 09:00 AM to 04:00 PMFri: 09:00 AM to 12:00 PMSat: ClosedSun: Closed
San Francisco Bay Area