BBB Logo

Better Business Bureau ®
Start With Trust®
Alaska, Oregon & Western Washington

BBB Business Review

What is a BBB Business Review?

BBB Accredited Business since 10/16/2013

Clear Financial Partners

Phone: (503) 579-1000Fax: (503) 590-7465View Additional Phone Numbers Three Centerpointe Dr Ste 100, Lake OswegoOR 97035-8620 Send email to Clear Financial Partners

BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

This company offers wealth management and insurance services.

BBB Accreditation

A BBB Accredited Business since 10/16/2013

BBB has determined that Clear Financial Partners 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 Clear Financial Partners' rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Clear Financial Partners
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

top
BBB file opened: 05/29/2007Business started: 08/01/2003
Licensing

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Oregon Insurance Division
350 Winter St NE Rm 440
Salem, OR97301-3883
(503) 947-7980
http://www.cbs.state.or.us/ins

Oregon Division of Finance & Corporate Securities
350 Winter St NE Rm 410
Salem, OR97301-3881
(503) 378-4140
http://www.cbs.state.or.us/dfcs

Type of Entity

Sole Proprietorship

Contact Information
Principal: Ms. Rachel Bernhardt (Executive Assistant)Mr. Tim Clairmont (Owner)
Business Category

Financial Services, Investment Management, Insurance Services

Hours of Operation

Monday-Friday
8:30am-5:00pm

Industry Tips
Automobile Insurance
BBBTips on Saving and Investing
Fraudulent Health Insurance a Growing Problem
Selecting a Financial Planner
Tips on Purchasing Identity Theft Insurance
Travel Insurance - Is it Necessary?
Will Your Auto Insurance Weather the Storm?

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

X

What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

X

BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.