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BBB Accredited Business since

Reis Financial Services, LLC

Phone: (262) 338-0018 Fax: (262) 338-0019 View Additional Phone Numbers 4524 Dollar Drive, West Bend, WI 53095 View Additional Email Addresses http://www.reisfs.com


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

Description

This company offers financial services, including; financial planning, retirement planning, annuities and estate planning.  Additionally, insurance services are also offered: life, long term care, senior products and medicare supplemental.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Reis Financial Services, 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 Reis Financial Services, LLC 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 Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Reis Financial Services, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: November 15, 2004 Business started: 03/01/1984 in WI Business started locally: 03/01/1984 Business incorporated 08/02/2001 in WI
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 State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
http://oci.wi.gov/oci_home.htm
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office

U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
http://www.sec.gov
Fax Number: 202-942-9634

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Timothy M. Reis, Owner Ms. Nancy A. Reis, Business Manager
Contact Information
Customer Contact: Ms. Nancy A. Reis, Business Manager
Principal: Mr. Timothy M. Reis, Owner
Business Category

Financial Planning Consultants Insurance - Life Insurance - Long Term Care Insurance - Senior Products Annuities Retirement Planning Service Financial Services Estate Planning & Management Insurance - Medicare Supplement Miscellaneous Financial Investment Activities (NAICS: 523999)

Service Area
Within a 20 mile radius of West Bend, Wisconsin
Industry Tips
Advanced Fee Loans Avoiding Fraudulent Tax Preparation Counterfeit Currency Credit Card Accountability, Responsibility and Disclosure (CARD) Act Credit-Budgeting Made Easy Invest Wisely
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BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.