BBB Business Review

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BBB Accredited Business since 05/17/2012

Pacific Excel Wealth Advisors

Phone: (510) 217-8125Fax: (510) 227-59312413 Webb Ave. Suite B, AlamedaCA 94501-2922

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Description

Independent financial advisory firm providing financial services on a fee basis. Our Vision is to empower our clients to take control of their financial future. Our Mission is to help people feel more confident about their retirement.

BBB Accreditation

A BBB Accredited Business since 05/17/2012

BBB has determined that Pacific Excel Wealth Advisors 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 Pacific Excel Wealth Advisors' rating 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 TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Pacific Excel Wealth Advisors

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 03/28/2012Business started: 01/14/2012Business started locally: 04/11/2012New Owner Date: 01/12/2012
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 Department of Insurance
300 S Spring St, South Tower
Los Angeles, CA 90013-1230
(800) 927-4357
http://www.insurance.ca.gov

Investment Adviser
44 Montgomery St Ste 1100
San Francisco, CA 94104-4613
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd Search.aspx

BBB records show a license number of 0F91699 for this company, issued by California Department of Insurance. Their web address is http://www.insurance.ca.gov.

Type: Dept of Insurance

Check License Status: Click here to view license info

Please note that governmental licensing information may not be current.

BBB records show a license number of 6422365 for this company, issued by Investment Adviser. Their web address is http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd Search.aspx.

Type of Entity

Corporation

Incorporated: May 2013, CA

Contact Information
Principal: Mr. Nathan Sadowski (President)Customer Contact: Cynthia Berls (Relationship Manager)
Number of Employees

5

Business Category

Insurance Services, Financial Services

Products & Services

Retirement Income Planning, Institutional Wealth Management, Life Insurance Strategies, Medicare & Long Term Care Planning. Investment Advisory Services offered through Global Financial Private Capital. SEC Registered Investment Adviser.

Hours of Operation
Mon: 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 04:00 PMSat: ClosedSun: Closed
Service Area

This business service area covers the bay area.

Alternate Business Names
Pacific Excel Financial & Insurance Services

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.

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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.