This business is not BBB accredited.
Phone: (888) 359-7755 Fax: (888) 669-9711 View Additional Phone Numbers 970 Reserve Dr Ste 201, Roseville, CA 95678
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This business provides education about personal finances and access to discount programs. The company also provides referral services for clients needing debt relief services to third party debt management companies.
This business is not BBB accredited.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that affect the rating for US Educational Financial Solutions, Inc. include:
- Length of time business has been operating
- Complaint volume filed with BBB for business of this size
- Response to 11 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||8|
|Total Closed Complaints||11|
Additional Complaint Information
Complainants generally allege that they are unclear about the products and services they are billed for by the business. Complainants typically explain that they believe that they signed up for credit or debt management services with the company.
The company generally responds by explaining that they provide a "Wealth Accumulation System" which includes informational booklets and CDs about managing their finances; telephone coaching sessions; and access to discount programs. The company states their services are thoroughly explained and agreed to by the complainant.
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||13|
Type of Entity
Business ManagementMr. William Osborne, Owner/President Mr. Jason Bartlett, Vice President
Financial Planning Consultants Financial Planning Kit Referral - Debt Relief Services
Alternate Business NamesUSEFS, Inc.
According to our records Jason Bartlett, principle of US Education Financial Solutions, Inc., is also a principle of the company JKB Financial, Inc.
On January 11, 2011 the Bureau of Real Estate filed an Accusation against JKB Financial, Inc. alleging various violations regarding the recording, reconciliation, and accounting of client trust funds. The Accusation also alleges the company collected advance fees without receiving a "No Objection Letter" from the BRE. Additionally, the accusation alleges that JKB conducted business under the fictitious business name American Modification Services without first registering the name with the Bureau of Real Estate, and conducted real estate business without registering a designated officer/broker of record as required. Incorporating these allegations, the accusation further alleges that the respondents failed to supervise and were negligent and/or incompetent when performing acts requiring a real estate license.
On June 3, 2014, the Bureau of Real Estate (BRE) issued a decision which became effective July 8, 2014. As a result, Barlett’s broker license no. 01724823 was revoked. However, the right to a restricted broker license was granted to him dependent on his agreement to certain terms and conditions. The decision also notes that JKB’s corporate real estate broker license no. 01865786 was voluntarily surrendered.
For more information visit JKB Financial, Inc.'s BBB Business Review.
Products & Services
This business provides a "Wealth Accumulation System" which includes CDs and booklets discussing how to better manage one's personal finances. The company also provides access to online tutorials about the topic of finances, access to discount programs, and regular coaching calls to its customers.
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview