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BBB Accredited Business since
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To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
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A BBB Accredited Business since
BBB has determined that Casey Wealth Consultants 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 affect the rating for Casey Wealth Consultants include:
- Length of time business has been operating
- No complaints filed with BBB
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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:
Kentucky Department of Insurance
215 W. Main Street, Frankfort KY 40601
Phone Number: (800) 595-6053
Fax Number: (502) 564-2669
FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY
1735 K STREET, Washington DC 20006
Phone Number: 301-590-6500
Type of Entity
Limited Liability Company (LLC)
Business ManagementMrs. Candice Casey, Partner/ Financial Advisor Mr. Joe Casey, Partner
FINANCIAL PLANNING CONSULTANTS BUSINESS CONSULTANTS RETIREMENT PLANNING SERVICE INSURANCE-LIFE INSURANCE-HEALTH INSURANCE SERVICES