BBB Accredited Business sinceAdditional Locations
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This company states that they are an investment advisor offering all areas of financial planning, including mutual funds, long term care planning, wealth management, stocks, bonds, life insurance, and 401k for both individuals and companies.
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A BBB Accredited Business since
BBB has determined that Provident Financial Consultants, LLC 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 Provident Financial Consultants, LLC 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:
Wisconsin Department of Safety and Professional Services
1400 East Washington Ave., Room 112, Madison WI 53703
Phone Number: (608) 266-2112
Fax Number: (608) 267-0644
Wisconsin State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office
Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
Fax Number: 303-860-7388
Type of Entity
Limited Liability Company (LLC)
Business ManagementMs. Bonita L. Graff, Partner Ms. Mary P. Wiedenmeier, Partner Ms. Carrie Hintze, Office Manager
Financial Planning Consultants Insurance - Long Term Care Investment Advisory Service Retirement Planning Service Financial Services Estate Planning & Management Financing Consultants Investment Management Investment Advice (NAICS: 523930)