This Business is not BBB Accredited
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Schwan Financial Group, LLC is not BBB Accredited.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised Schwan Financial Group, LLC's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Schwan Financial Group, LLC
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0 Customer Reviews|
This company has fully cooperated with the BBB in providing background on the company which will result in a BBB letter grade rating following review by the BBB.BBB file opened: 10/29/2003Business started: 01/01/1984
Type of Entity
Limited Liability Corporation
Contact InformationPrincipal: Mr. John P. Schwan (President/CEO)Mr. Michael A. Duch (Vice President/Partner)Ms. Sarathi Giridhar (Vice President/Partner)Mr. David Sandvig (Director of Client Services)Ms. Pam Titze (Office Administrator)
Financial Planning Consultants, Taxes - Consultants & Representatives, Estate Planning & Management, Investment Advisory Service
Products & Services
This company offers wealth management services including estate, trust, tax structure analyses, investments and insurance. They also provide annuities, asset accumulation and management, benefits consulting, bonds, employee benefits and employer sponsored pension plans.