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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, Alameda, CA 94501-2922
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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.
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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
|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 Pacific Excel Wealth Advisors
|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 Department of Insurance
300 S Spring St, South Tower
Los Angeles, CA 90013-1230
44 Montgomery St Ste 1100
San Francisco, CA 94104-4613
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
Incorporated: May 2013, CA
Contact InformationPrincipal: Mr. Nathan Sadowski (President)Customer Contact: Cynthia Berls (Relationship Manager)
Number of Employees
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 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 04:00 PMSat: ClosedSun: Closed
This business service area covers the bay area.