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BBB Accredited Business sinceAdditional Locations
Phone: (916) 434-2936 1100 Melody Ln Ste 116, Roseville, CA 95678
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A BBB Accredited Business since
BBB has determined that A.W. Smith & Associates, 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 raised the rating for A.W. Smith & Associates, Inc. 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||1|
|Total Closed Complaints||1|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1|
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 0786649.
Type of Entity
Business ManagementMr. A. William Smith, CEP, RFC
Retirement Planning Service Estate Planning & Management
Alternate Business NamesA.W. Smith & Associates Executive Planning & Advisory Services, Inc.
Products & Services
A. W. Smith & Associates, Inc., Specializes in Advanced Retirement Programs and Plans.
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview