If yes, click here to login.
BBB Accredited Business sinceAdditional Locations
1 of 1 images | See All Images >>
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Request a Quote
View Business Review Inquiries
A BBB Accredited Business since
BBB has determined that Schrette & Lee Wealth Management 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.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
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:
Idaho Department of Insurance
700 West State Street, 3rd Floor, Boise ID 83720-0043
Phone Number: 208-334-4250
Fax Number: 208-334-4398
Idaho Department of Finance
P.O. Box 83720, Boise ID 83720-0031
Phone Number: 208-332-8000
Fax Number: 208-332-8098
California Secretary of State
1500-11th Street, PO Box 944260, Sacramento CA 94244
Washington State Office of the Insurance Commissioner
P O Box 40244, Olympia WA 98504
Phone Number: 1-800-562-6900
Type of Entity
Business ManagementMs. LeeAnn Hostetler, Administrative Assistant Mr. Joseph V. Lee, Vice President Mr. Paul Schrette, President
Investment Advisory Service Insurance Services Financial Planning Consultants
Alternate Business NamesMadison Avenue Securities, Inc. Schrette & Lee Financial Services, Inc.
The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:We are licensed to sell Insurance Products in AZ,ID,NM,OR,WA.