BBB Accredited Business since
Phone: (608) 441-3035 Fax: (608) 441-3036 2501 W Beltline Highway, Suite 201, Madison, WI 53713 View Additional Email Addresses
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This company represents business owners, individuals, and institutions in negotiations with insurance carriers. The business advises clients on the structure and strategies of their asset protection planning. Services include asset and wealth protection, advanced underwriting and insurance carrier due diligence and procurement, business succession, estate preservation, family income protection, financial planning retirement strategies, and wealth transfer techniques.
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A BBB Accredited Business since
BBB has determined that Stafford Financial Consulting Group 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 Stafford Financial Consulting Group include:
- Length of time business has been operating
- No complaints filed with BBB
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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 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
State Bar of Wisconsin
P.O. Box 7158, Madison WI 53707-7158
Phone Number: 6082573838 8007287788 Customer Service
U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
Fax Number: 202-942-9634
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Daniel G. Stafford, Owner/President Ms. Gretchen Fluerckiger , Partner Mr. Ian F. Smith, Partner / Advisor
Financing Consultants Consultant - Strategic Planning Financial Planning Consultants Insurance Consultants Retirement Planning Service Insurance Services Business Consultants Estate Planning & Management Administrative Management and General Management Consulting Services (NAICS: 541611)