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BBB Accredited Business since

Financial Strategies, Inc.

Phone: (262) 821-1664 Fax: (262) 821-0762 13555 Bishops Ct Ste 340, Brookfield, WI 53005 http://www.retirementandwealth.com



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Description

This company states it offers financial planning services.  This company offers services from a Certified Financial Planner, Certified by the Boad of Standards, Inc. Washington, DC and also licensing from NAPFA - The National Association of Personal Financial Advisors of Arlington Heights, IL


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Financial Strategies, Inc. 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 Financial Strategies, Inc. 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 Financial Strategies, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: April 20, 1998 Business started: 04/01/1991 in WI Business started locally: 04/01/1991 Business incorporated 03/24/1993 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
http://www.wdfi.org
Phone Number: (608) 266-1064
askthesecretary@dfi.state.wi.us

Type of Entity

Corporation

Business Management
Mr. James D. Cantrell, President
Contact Information
Principal: Mr. James D. Cantrell, President
Business Category

Financial Services Investment Management Financial Planning Consultants Investment Advisory Service Retirement Planning Service Administrative Management and General Management Consulting Services (NAICS: 541611)

Industry Tips
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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.