BBB Business Review
BBB Accredited Business since
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For more than 20 years in the Redding, CA area the objective has not changed. “I’m still dragging people, kicking and screaming, into financial independence." He is still dedicated to growing, preserving, and distributing his client’s assets in the most tax efficient manner. Wayne has developed particular expertise in assisting individuals and families with all of their retirement planning issues and decisions, including Social Security choices, IRA planning, Stretch IRA's, Roth conversions, inheritance planning, and 401-K rollovers. He has helped hundreds of people to create a retirement income that is safe and dependable. Known as the "safe money advisor", the safety of his client’s money is his first priority.
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A BBB Accredited Business since
BBB has determined that Fisher Financial Tax & Insurance Solutions 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 16 factors. Get the details about the factors considered.
Factors that raised the rating for Fisher Financial Tax & Insurance Solutions include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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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:
Department of Insurance
Phone Number: (800) 927-4357
Financial Industry Regulatory Authority-FINRA
Phone Number: (301)590-6500
Type of Entity
Business ManagementMr. Wayne Fisher, President
Estate Planning & Management Insurance - Life Retirement Planning Service Consultant - Planning