BBB Business Review
What is a BBB Business Review?BBB Accredited Business since 06/17/1996
Strategic Legacy Advisors, Inc.
Find a Location(402) 434-2442View Additional Phone Numbers875 S 48th St, Lincoln, NE 68510-3726 Send email to Strategic Legacy Advisors, Inc.
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BBB Accreditation
A BBB Accredited Business since 06/17/1996
BBB has determined that Strategic Legacy Advisors, Inc. 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.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topType of Entity
Corporation
Incorporated: June 1999, NE
Contact Information
Principal: Mr. Mike Owens (CLU/CHFC)Mr. Royce Roth (RFC)Business Category
Financial Planning Consultants, Estate Planning & Management, Business Consultants, Retirement Planning Service, Pension & Profit Sharing Plans, Investment Advisory Service
Products & Services
This company offers income, estate and retirement planning services. They also provide individual retirement accounts, asset allocation plans and transfer concepts.
Alternate Business Names
Strategic Planning, Inc.Industry Tips
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LocationsX
2 Locations
-
2654 33rd Ave
Columbus, NE 68601-2314(402) 564-7197Directions
-
875 S 48th St
Lincoln, NE 68510-3726(402) 434-2442
(888) 394-2442Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Nebraska, South Dakota, TheKansas Plains and Southwest Iowa. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Strategic Legacy Advisors, Inc. is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Financial Planning Consultants
BBB: What We Can Do For Your Business!BBBTips on Putting Together a Budget
BBBTips on Saving and Investing
Hiring Business Consultants for Your Business
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Selecting a Financial Planner
Steps to Starting Your Own Business
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client
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What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.
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