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Eastern North Carolina

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BBB Accredited Business since 05/16/2003

Wealth Management Strategies, Inc.

(252) 451-0488204 N Winstead Ave, Rocky MountNC 27804-2225 Send email to Wealth Management Strategies, Inc.

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BBB Accreditation

A BBB Accredited Business since 05/16/2003

BBB has determined that Wealth Management Strategies, Inc. 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 Wealth Management Strategies, Inc.'s 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

Additional Information

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BBB file opened: 05/16/2003Business started: 01/01/2000
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:

North Carolina Department of Insurance
1201 Mail Service Center
Raleigh, NC27699-1201
(855) 408-1212
http://www.ncdoi.com

Type of Entity

Corporation

Incorporated: January 2002, NC

Contact Information
Principal: Mr. Anthony G. Engrassia ChFC,LUTCF (President)Customer Contact: Ms. Marie M. Engrassia (Sec/Tres)
Number of Employees

4

Business Category

Financial Consultants, Finance Consultants, Estate Planning Management Companies, Financial Services, Retirement Planners, Financial Advisors, Disability Insurance Agencies, Long Term Care Insurance Companies, Life Insurance Companies, Insurance Agency, Insurance Companies

Products & Services

Wealth Management Strategies, Inc. offers financial investments, financial services and insurance.

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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.

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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.