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BBB Accredited Business since

Stafford Financial Consulting Group

Phone: (608) 441-3035 Fax: (608) 441-3036 2501 W Beltline Highway, Suite 201, Madison, WI 53713 View Additional Email Addresses http://www.sfcgus.com



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Description

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.


BBB Accreditation

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


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 Stafford Financial Consulting Group
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: December 13, 2011 Business started: 02/01/1983 in WI Business started locally: 02/01/1983 Business incorporated 06/01/2009 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

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
http://www.sec.gov
Fax Number: 202-942-9634

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Daniel G. Stafford, Owner/President Ms. Gretchen Fluerckiger , Partner Mr. Ian F. Smith, Partner / Advisor
Contact Information
Principal: Mr. Daniel G. Stafford, Owner/President
Business Category

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)

Alternate Business Names
Stafford Financial Consulting Group, LLC
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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.