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Investment & Asset Planning, LLC

Phone: (940) 761-2527Fax: (940) 322-27102110 Kemp Blvd, Wichita FallsTX 76309-4314

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BBB Accreditation

Investment & Asset Planning, LLC 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.

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Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised Investment & Asset Planning, LLC's rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

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 Investment & Asset Planning, LLC

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

Additional Information

top
BBB file opened: 01/01/1990Business started: 01/01/1982Business started locally: 01/01/2002
Type of Entity

Limited Liability Corporation

Contact Information
Principal: Mr. Jordan Gary (President)Ms. Gena Lohoefer (Office Manager)
Number of Employees

4

Business Category

Financial Planning Consultants

Products & Services

Comprehensive financial planning and investment management using advanced strategic and tactical asset allocation methods.

Alternate Business Names
Jordan Gary & Associates
Industry Tips
Selecting a Financial Planner

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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.