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BBB Accredited Business since
Phone: (425) 643-1800 10900 NE 4th St Ste 1030, Bellevue, WA 98004
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This company offers investment management and wealth planning services.
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A BBB Accredited Business since
BBB has determined that Capital Planning LLC 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 13 factors. Get the details about the factors considered.
Factors that raised the rating for Capital Planning LLC include:
- Length of time business has been operating
- No complaints filed with BBB
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:
US Securities & Exchange Commission
915 2nd Ave STE 3040, Seattle WA 98174
Phone Number: (800) 732-4711
Type of Entity
Limited Liability Company (LLC)
Business ManagementMs. Tina Dabir, Office Manager Mr. Stephen P Emanuels, Sr Financial Advisor Mr. James Kelley Jr, President Mr. Michael D Miller, CEO Mr. J Michael Quigley, Business Development
Investment Advisory Service Business Consultants Financial Planning Consultants