BBB Business Review

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BBB Accredited Business since 07/26/2006

West Coast Financial Wealth Management/Insurance Services

Phone: (510) 869-9990Fax: (510) 869-9994View Additional Phone Numbers1814 Franklin St Ste 802, OaklandCA 94612-3462View Additional Email Addresses

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Description

This company offers Investment Advisory services through Brokers International Financial & Insurance Services, LLC. Joesph Yoav Karni is a registered Investment Advisor Representative.

BBB Accreditation

A BBB Accredited Business since 07/26/2006

BBB has determined that West Coast Financial Wealth Management/Insurance Services 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 West Coast Financial Wealth Management/Insurance Services' 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 West Coast Financial Wealth Management/Insurance Services

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: 10/17/2002Business started: 03/01/2001
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, CA90013-1230
(800) 927-4357
http://www.insurance.ca.gov

Investment Adviser
44 Montgomery St Ste 1100
San Francisco, CA94104-4613
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd Search.aspx

BBB records show a license number of 0754175 for this company.

Type: Dept of Insurance

Check License Status: Click here to view license info

Please note that governmental licensing information may not be current.

Type of Entity

Sole Proprietor

Contact Information
Principal: Mr. Joseph Yoav Karni (Manager)
Number of Employees

2

Business Category

Investment Advisory Service, Financial Services, Insurance Companies

Alternate Business Names
West Coast Financial Wealth Manangement

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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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.

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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.