BBB Accredited Business since
Equity Planning Institute Inc
Phone: (301) 652-8702 View Additional Phone Numbers 7910 Woodmont Avenue Suite 900, Bethesda, MD 20814
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A BBB Accredited Business since
BBB has determined that Equity Planning Institute 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 Equity Planning Institute Inc include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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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 Labor, Licensing and Regulation (DLLR)-MD
500 North Calvert Street, Suite 402, Baltimore MD 21202
Phone Number: 410-230-6100
Fax Number: 410-333-0475
The number is RVI21116.
Type of Entity
Business ManagementMr. Marc Schliefer, President Ms. Elaine Brooks, Administratvie Assistant Ms. Arlene Schliefer, Corporate Secretary
Financial Planning Consultants Insurance Services