BBB Business Review

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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).

BBB Accreditation

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 13 factors. Get the details about the factors considered.

Factors that raised the rating for Wilcox Financial Advisors, S.C. 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 Wilcox Financial Advisors, S.C.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: June 24, 2010 Business started: 07/11/2008 in WI Business started locally: 07/11/2008 Business incorporated 07/11/2008 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:

Securities & Exchange Comm.
450 5th Street N.W., Washington, DC 20549
Phone Number: (202) 942-7040

Wisconsin Department of Financial Institutions
345 W. Washington Ave. 4th Floor, Madison WI 53703
Phone Number: (608) 266-1064

Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
Fax Number: 303-860-7388

Type of Entity

Service Corporation

Business Management
Ms. Laura L. Wilcox, Owner
Contact Information
Principal: Ms. Laura L. Wilcox, Owner
Business Category

Financial Planning Consultants Financial Services Estate Planning & Management Financing Consultants

Industry Tips
Advanced Fee Loans Avoiding Fraudulent Tax Preparation Counterfeit Currency Credit Card Accountability, Responsibility and Disclosure (CARD) Act Credit-Budgeting Made Easy

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.

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.