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This Business is not BBB Accredited

Financial Plan Inc

(360) 714-1234103 E Holly St # 505, BellinghamWA 98225-4728

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Description

This company manages wealth of portfolio's 250k or higher.

BBB Accreditation

Financial Plan 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 Financial Plan 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

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Financial Plan Inc

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 04/08/2002Business started: 05/28/1997
Licensing, Bonding or Registration

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:

Washington Department of Financial Institutions
PO Box 41200
Olympia, WA98504-1200
(360) 902-8700
http://www.dfi.wa.gov

Contact Information
Principal: Mr David Dick (Vice President)Principal: Mr. James Twining (President)
Business Category

Financial Planning Consultants, Internet Marketing Services

Alternate Business Names
Financial Plan Center

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

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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.