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BBB Business Review

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BBB Accredited Business since

FDI, Incorporated

Phone: (952) 844-9880 7400 Metro Blvd Ste 223, Edina, MN 55439 http://www.fdi-inc.com


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

Primary services include:  (1)  Investment management and financial planning services for individuals. (2)  Management of 401(k) and other employer sponsored retirement plans. We are also engaged in other employee benefit plannign services including but not limited to health insurance, life insurance, disability insurance and Long Term Care.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that FDI, Incorporated 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 the rating for FDI, Incorporated 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 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 FDI, Incorporated
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: April 09, 1991 Business started: 03/15/1974 in MN Business started locally: 01/01/1974 Business incorporated 03/15/1974 in MN
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:

Minnesota Secretary of State
180 State Office Bldg, 100 Rev. Dr. Martin Luther King Jr. Blvd., Saint Paul MN 55155
http://www.sos.state.mn.us
Phone Number: (651) 296-2803

Minnesota Department of Commerce
85 7th Pl E Ste 500, Saint Paul MN 55101
http://www.commerce.state.mn.us
Phone Number: (651) 539-1500
general.commerce@state.mn.us

Type of Entity

Corporation

Business Management
David Pratt, MBA, CPC, CFP®, QPFC
Contact Information
Principal: David Pratt, MBA, CPC, CFP®, QPFC
Business Category

Financial Services

Method(s) of Payment
check, if applicable, otherwise all fees are paid by deduction from accounts
Products & Services

According to the information provided by Financial Designs, Inc. (FDI), this comany is an independent firm specializing in personal financial services and business retirement planning. Their services include 401(k) Plans, ESOPs, retirement, pension and profit sharing funds. They also offer group health, life, disability, long term care programs as employee benefits.

Industry Tips
Financial Planning
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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.