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Nebraska, South Dakota, The Kansas Plains and Southwest Iowa

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This Business is not BBB Accredited

Egermier Wealth Management Group

(402) 861-969615606 Elm St # 103, OmahaNE 68130-1938 Send email to Egermier Wealth Management Grouphttp://www.omahafinancialconsultants.com

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BBB Accreditation

Egermier Wealth Management Group 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 16 factors. Get the details about the factors considered.

Factors that raised Egermier Wealth Management Group's rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

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

Additional Information

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BBB file opened: 09/15/1999Business started: 05/01/1991
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.

Type of Entity

Corporation

Incorporated: February 2002, NE

Contact Information
Principal: Mr. Jerry Egermier (President)Customer Contact: Ms. Deb Egermier (Vice President)
Business Category

Financial Planning Consultants, Insurance Consultants, Insurance - Viatical, Insurance - Long Term Care, Insurance - Life, Insurance - Senior Products, Investment Advisory Service, Stock & Bond Brokers, Annuities, Mutual Funds, Insurance Companies, Retirement Planning Service, Financial Services

Products & Services

This company offers services provided by Certified Financial Planner (CFP) practitioners to assist with life planning events, to include retirement planning and consulting, estate planning coordination and management, education, and insurance. They provide annuities, mutual funds, stocks, bonds, IRAs, 401(k)s, long term care and life insurance.

Alternate Business Names
Egermier Retirement & Financial Services, Inc.
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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.