BBB Business Review

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This business is not BBB accredited.

Magdalein & Stratton Retirement Strategies

Phone: (904) 425-0943 Fax: (904) 425-0947 7807 Baymeadows Rd E Ste 402, Jacksonville, FL 32256

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BBB Accreditation

This business 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 13 factors. Get the details about the factors considered.

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 Magdalein & Stratton Retirement Strategies
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: December 03, 2003 Business started: 01/01/2002 in FL Business started locally: 01/01/2002 Business incorporated 05/19/2009 in FL
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:

City of Jacksonville
117 W. Duval St. , Jacksonville FL 32202
Phone Number: 904-630-2489
The number is 52973.

DBPR Customer Contact Center
1940 N. Monroe St., Tallahassee FL 32399
Phone Number: (800) 342-7940
The number is AC42717.

Type of Entity


Business Management
Mr. Sam Magdalein, Vice President Mr. Eric Stratton, President
Contact Information
Customer Contact: Mr. Sam Magdalein, Vice President
Business Category

Financial Planning Consultants Financial Services Insurance - Life Retirement Planning Service Taxes - Consultants & Representatives Accountants - Certified Public Accountants Accounting Services Annuities Estate Planning & Management

Alternate Business Names
Collaborative Financial Strategies, Inc. Magadelin & Stratton Tax Strategies Magdalein, Stratton & Associates, Inc.

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.

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.