BBB Business Review
This Business is not BBB accredited
North Carolina Center for Retirement & Estate PlanningAdditional Locations
Phone: (877) 281-8282 Fax: (336) 882-2497 122 N. Main St., Hendersonville, NC 28792
BBB Business Reviews may not be reproduced for sales or promotional purposes.
This company's business is retirement planning and financial services.
This business 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 lowered the rating for North Carolina Center for Retirement & Estate Planning include:
- Government action(s) against business
Factors that raised the rating for North Carolina Center for Retirement & Estate Planning include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
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:
North Carolina Department of Insurance
1201 Mail Service Center, Raleigh NC 27699-1201
Phone Number: (800) 662-7777
Type of Entity
Business ManagementMr. Thomas Kelly, Partner Mr. Kevin Sullivan, Partner
RETIREMENT PLANNING SERVICE ESTATE PLANNING & MANAGEMENT
The Better Business Bureau has a pamphlet available upon request called Planning Wisely, Wills and Estate Fundamentals.