This Business is not BBB Accredited
Egermier Wealth Management Group
(402) 861-969615606 Elm St # 103, Omaha, NE 68130-1938 Send email to Egermier Wealth Management Group
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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
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
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
Incorporated: February 2002, NE
Contact InformationPrincipal: Mr. Jerry Egermier (President)Customer Contact: Ms. Deb Egermier (Vice President)
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 NamesEgermier Retirement & Financial Services, Inc.
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