BBB Business Review

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InSightS Financial & Tax Strategies LLC

Phone: (800) 356-2953 Fax: (800) 356-2953 68-1779 Pohakala Pl Ste 100, Waikoloa, HI 96738 http://www.InSightsHI.com


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Description

AIG Partners Group 

Principal Financial Group Non-Medical

Principal Financial Group 401k

Pacific Life

Prudential Financial

VOYA


BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that lowered the rating for InSightS Financial & Tax Strategies LLC include:

  • Length of time business has been operating

Factors that raised the rating for InSightS Financial & Tax Strategies LLC include:

  • No complaints filed with BBB


Customer Complaints Summary

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

Customer Reviews Summary Read customer reviews

0 Customer Reviews on InSightS Financial & Tax Strategies LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: September 25, 2006 Business started: 10/02/2012 in HI Business started locally: 10/02/2012 Business incorporated 10/02/2012 in HI
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

DCCA Insurance Division
335 Merchant St STE 213, Honolulu HI 96813
http://pahoehoe.ehawaii.gov/ils/app
Phone Number: (808) 586-2790
insurance@dcca.hawaii.gov
The number is 300775.

State of Hawaii Department of Taxation
PO Box 1425, Honolulu HI 96806
http://pahoehoe.ehawaii.gov/tls/app
Phone Number: (808) 587-4242
The number is W63190118-01.

Type of Entity

Limited Liability Company (LLC)

Business Management
Ms. Elizabeth Merk, President
Contact Information
Principal: Ms. Elizabeth Merk, President
Business Category

Insurance Services

Products & Services

InSightS Financial & Tax Strategies LLC sells the following brand(s): AIG Partners Group Worksite Products Group, Pacific Life, Principal Financial 401k, Principal Financial Group Non-Medical, Prudential Financial, VOYA

InSightS Financial & Tax Strategies LLC offers the following product(s): Current tax savvy products provided by employers to their employees that work hand in hand with "Obamacare" requirements

Method(s) of Payment
National contract direct with insurance carrier
Refund and Exchange Policy
We service what they sold you.  Always Service With Aloha from the Aloha State
Alternate Business Names
Elizabeth Merk Investments (Formerly)
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.