BBB Business Review
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Wealth Transfer Solutions Inc
Phone: (412) 854-7860 Fax: (412) 854-7864 View Additional Phone Numbers 2535 Washington Rd, #1120, Pittsburgh, PA 15241
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This company presents on topics in wealth management, estate planning and investments.
This business is not BBB accredited.
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Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Wealth Transfer Solutions Inc include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||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:
Pennsylvania Department of Banking and Securities
17 N Second Street, Suite 1300, Harrisburg PA 17101
Phone Number: 800-722-2657
Fax Number: 717-787-8773
Type of Entity
Business ManagementMr. Scott Keffer, President
FINANCING CONSULTANTS FINANCIAL PLANNING CONSULTANTS INVESTMENT ADVISORY SERVICE ESTATE PLANNING & MANAGEMENT