BBB Logo

Better Business Bureau ®
Start With Trust®
In West Florida

BBB Business Review

Is this your Business?

This Business is not BBB Accredited

Wilson & Associates, Inc.

Phone: (800) 398-0773Fax: (424) 702-5516View Additional Phone Numbers400 Corporate Pointe Ste 300, Culver CityCA 90230-7620http://www.billwilson.retirerx.comView Additional Web Addresses

BBB Business Reviews may not be reproduced for sales or promotional purposes.

BBB Accreditation

Wilson & Associates, Inc. is not BBB Accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Reason for Rating

BBB rating is based on 16 factors. Get the details about the factors considered.

Factors that raised Wilson & Associates, Inc.'s 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

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Additional Information

top
BBB file opened: 02/13/2008Business started: 10/01/1983Business started locally: 01/01/2007
Licensing

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:

Department of Financial Services
200 E Gaines St
Tallahassee, FL32399
(877) 693-5236
http://www.myfloridacfo.com

BBB records show a license number of A287825 for this company, issued by Department of Financial Services. Their web address is http://www.myfloridacfo.com.

Type: Office of Insurance Regulation

Check License Status: http://www.floir.com/A287825

Please note that governmental licensing information may not be current.

Contact Information
Principal: Mr. William K. Wilson (Owner)
Business Category

Financial Services, Asset Protection Consulting , Estate Planning Management Companies

Products & Services

This company specializes in asset protection and estate planning services including trusts.

Industry Tips
BBBTips on Putting Together a Budget
BBBTips on Saving and Investing
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Selecting a Financial Planner
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client
X

What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

X

BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.