BBB Business Review
What is a BBB Business Review?BBB Accredited Business since 02/01/1997
Advanced Financial Services
Find a LocationPhone: (409) 384-5713Fax: (409) 384-6529View Additional Phone Numbers797 W Gibson St, Jasper, TX 75951-4973 Send email to Advanced Financial Serviceswww.keepingyouretired.com
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BBB Accreditation
A BBB Accredited Business since 02/01/1997
BBB has determined that Advanced Financial Services 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 16 factors. Get the details about the factors considered.
Factors that raised Advanced Financial Services' rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topLicensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Texas State Board of Public Accountancy3301 Northland Dr Ste 500
Austin, TX78731-4954
(512) 305-7800
http://www.txbpa.state.tx.us
Type of Entity
Sole Proprietor
Contact Information
Principal: Erin Shofner CPA (Director of Operations) Ashley Brooks (Client Account Specialist) Jerry Burrows CPA (Retirement Specialist) Tom DeRorre (Retirement Specialist) Susan Gallier (Client Relations Specialist) Phyllis Hennigan (Client Account Specialist) Ryan McKnight (Retirement Specialist) Trae Monroe (Financial Advisor) Cam Monroe CPA (Owner) Clark Shofner (Retirement Specialist)Number of Employees
10
Business Category
Investment Securities, Accountants-Certified Public, Estate Planning & Management, Accountants, Stock & Bond Brokers, Retirement Planning Service, Mutual Funds, Investment Advisory Service, Annuities, Insurance-Life, Financial Planning Consultants
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LocationsX
3 Locations
-
797 W Gibson St
Jasper, TX 75951-4973(409) 384-5713Directions
-
PO Box 1180
Jasper, TX 75951-0012Directions
-
1485 S Highway 69
Nederland, TX 77627-7841(409) 724-1173Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Southeast Texas. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Advanced Financial Services is in this range.
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
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company 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 company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Investment Securities
BBBTips on Putting Together a BudgetBBBTips on Saving and Investing
Investor Alert! Beware of Companies Offering Quick Riches Selling Precious Metals and Other Commodities
Dont Lose Your Cash to Enticing Investment Offers
Faith-Based Investment Scams on the Rise
Investment Scams Targeting Seniors on the Rise
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Spotting Forex Fraud
Steps to Starting Your Own Business
When Investing Protect Your Money: Check out Brokers and Advisers
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.
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