BBB Business Review
This Business is not BBB accredited
Wilcox Financial Advisors, S.C.
Phone: (414) 529-5599 View Additional Phone Numbers 10521 W Layton Ave., Greenfield, WI 53228
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This company offers financial planning consulting services, including investment and asset management, and financial education for women dealing with life changing events regarding their finances (marriage, divorce, death of a partner, disability, retirement, or sudden wealth).
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 raised the rating for Wilcox Financial Advisors, S.C. include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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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:
Securities & Exchange Comm.
450 5th Street N.W., Washington, DC 20549
Phone Number: (202) 942-7040
Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
Fax Number: 303-860-7388
Type of Entity
Business ManagementMs. Laura L. Wilcox, Owner
Financial Planning Consultants Financial Services Estate Planning & Management Financing Consultants