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BBB Accredited Business since

Transamerica Financial Advisors, Inc.

Phone: (209) 341-1650 Fax: (209) 341-1654 1316 K St  Ste B, Modesto, CA 95354 http://tfaconnects.com/jamescabral/


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Description

Your financial future can start immediately. Yes, you CAN start today.
You can get off the road to debt and on the path to financial freedom right this minute. You don’t have to wait for a new job or life-changing event to take the first steps in a positive direction.
An excellent financial foundation begins with a solid education about the how the financial services industry works. With Transamerica Financial Advisors, Inc.(TFA) as your teacher, you can grasp the necessary knowledge you’ll need to buy a new car or home, send your child to college of his dreams, and retire comfortably.
A few simple lessons are all that stands between you and a better understanding of the financial services industry. TFA believes that creating a financial strategy is an opportunity available to all people, no matter their income.
So prepare yourself, and face financial challenges head-on with the confidence that comes from a solid financial education and having a TFA Financial Dream Map™ and eMoney™ to guide you.
Helping Make Your Money Work Charting a Course for Financial Independence
No matter where you are in life, you can chart a course toward your financial future. Transamerica Financial Advisors (TFA) is positioned to help individuals and families make the right choices and steps toward financial independence. Your Financial Dream Map™ and eMoney™ is designed to help you get from where you are to where your want to be.  Sound Strategies for Financial Success
Recent economic conditions have caused many people to reevaluate their finances and begin making difficult financial decisions. TFA "Sound Strategies for Financial Success" identifies common situations that prevent individuals and families from experiencing financial freedom, and provides guidelines for getting on track to accomplishing their goals. This presentation shows viewers how to save for retirement and unexpected emergencies, and demonstrates the importance of life insurance and protecting yours and your family’s assets. In all, "Sound Strategies for Financial Success" can help guide you in building a sound financial legacy for future generations.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Transamerica Financial Advisors, 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 13 factors. Get the details about the factors considered.

Factors that affect the rating for Transamerica Financial Advisors, Inc. include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

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

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Transamerica Financial Advisors, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: August 05, 2003 Business started: 01/01/1983 in CA Business incorporated 03/27/1985 in DE
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:

Financial Industry Regulatory Authority-FINRA

Phone Number: (301)590-6500
The number is 2572694.

Department of Insurance
CA 94105
http://www.insurance.ca.gov
Phone Number: (800) 927-4357
The number is 0B51934.

Type of Entity

Corporation

Business Management
James Cabral, Branch Manager
Contact Information
Principal: James Cabral, Branch Manager
Business Category

Pension & Profit Sharing Plans Retirement Planning Service Financial Services Investment Seminars Financial Planning Consultants Insurance - Accident & Health Insurance - Life Investment Advisory Service

Hours of Operation
M: 9:00 AM - 5:00 PM
T: 9:00 AM - 5:00 PM
W: 9:00 AM - 5:00 PM
Th: 9:00 AM - 5:00 PM
F: 9:00 AM - 5:00 PM
S: Closed
Su: Closed
Products & Services

World Group Securities Inc. provides financial & marketing services.

X

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.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

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.