BBB Business Review
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BBB Accredited Business since
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Drawing on over 25 years of analyzing market cycles and emerging trends, Springer Financial takes a personal one-on-one approach to help clients achieve their lifetime financial goals with informed, timely, risk-sensitive advice.
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A BBB Accredited Business since
BBB has determined that Springer Financial Advisors 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 Springer Financial Advisors 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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|Problems with Product/Service||0|
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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:
Financial Industry Regulatory Authority-FINRA
Phone Number: (301)590-6500
Department of Insurance
Phone Number: (800) 927-4357
Type of Entity
Business ManagementMs. Becky Altman, Operations Manager Mr. Keith W. Springer, Owner
Financial Planning Consultants Insurance - Accident & Health Insurance - Life Investment Management
Alternate Business NamesCAPFAS Insurance Solutions Capital Financial Advisory Services Springer Investment Management Springer Investment Management, Inc.
Products & Services
This company offers professional Asset Management, Asset Allocation and Risk Management, Retirement Counseling, Tax Planning, Mortgages, Insurance, and Charitable Giving Services.