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BBB Accredited Business sinceAdditional Locations
Phone: (916) 596-0500 Fax: (916) 773-9997 1540 Eureka Rd Ste 101, Roseville, CA 95661
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A BBB Accredited Business since
BBB has determined that Cornerstone Wealth & Tax Advisory Group 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.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Cornerstone Wealth & Tax Advisory Group include:
- Length of time business has been operating
- Complaint volume filed with BBB for business of this size
- Response to 1 complaint(s) filed against business
- Resolution of complaint(s) filed against business
Customer Complaints Summary Read complaint details
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||1|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||2|
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:
Department of Insurance
Phone Number: (800) 927-4357
The number is 0G20617.
Type of Entity
Business ManagementMr. Douglas A. Clancy Jr., President
Estate Planning & Management Investment Advisory Service Retirement Planning Service
Alternate Business NamesRetirement Planning Services, Inc.
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview
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Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Guarantee or Warranty
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BBB Complaint Process
Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
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What government actions does BBB report on?
BBB reports on known government actions that are relevant to the business's marketplace dealings with the public.
BBB Reporting Policy
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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.
Complaint Trends - Last 3 Years
Customer Review Trends
BBB Customer Review Rating plus BBB Rating Overview
BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.
|Customer Review Experience||Value|
|Positive Review||5 points per review|
|Neutral Review||3 points per review|
|Negative Review||1 point per review|
BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
BBB Letter Grade Scale
Star Rating scale
BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.
Read Complaint Details
Complaint: We received a card for a seminar with complimentary dinner. I called the listed 800 number (###-###-####) to ask to have our address removed and was given the number "###-###-####" to call. This is some poor man in a real estate office (in NY???) who has been receiving these calls for years!!! Notably the woman started to give me a different number -- **********.. "oh that's wrong wait..." That's sketchy. Paying a toll call to get my name removed? (IF it had been a legit number!?!) I am registered with DMA and actively monitor and remove mailing, emailing and calls. How they got my address I do not know. I called ###-###-#### and finally got a VM box answer. But I wasn't going to leave them my phone number!
Desired Settlement: When I get an email from you with some assurance that if I give my address it will get removed from the business' list and not added to any others then I will supply it.
We received a voice message from a person that would not leave their name, phone number or address asking us to take him off our mailing list.
Customer Reviews Summary