BBB Accredited Business Profile

Wright Capital Wealth Management and Insurance Solutions

Wright Capital Wealth Management and Insurance Solutions

(760) 264-4600

Wright Capital Wealth Management and Insurance Solutions

2 years in business
81841 Camino Vallecita
Indio, CA 92203-7832
Additional Email Addresses
  • doug@wrightincome.com
BBB File Opened: 05/27/2016
Business Started: 03/16/2016
Business Started Locally: 01/01/2002
Business Incorporated: 03/16/2016 in CA
Type of Entity
Corporation
Business Management
  • Mr. Richard D. Wright, President
Business Category
  • Insurance Services Office
Products & Services
Retirement Income Strategies, Medicare and Health Insurance, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies , Long-Term Care, IRA & 401(k) Rollovers, Medicare Advantage, Medicare Supplements, Prescription Drug Plans
Service Area

Coachella Valley, CA

California

Arizona

Nevada

Washington

North Carolina

Alternate Business Names
  • Wright Capital Group, Inc.
  • Wright Health Agency
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.
  • BBB records show a license number of 0K90593 for this business, issued by California Department of Insurance

    California Department of Insurance
    300 S. Springs St, South Tower, Los Angeles, CA 90013
    http://www.insurance.ca.gov
    Phone Number:  (800) 9274357
    Fax Number:   ()

  • BBB records show a license number of 0B39683 for this business, issued by California Department of Insurance

    California Department of Insurance
    300 S. Springs St, South Tower, Los Angeles, CA 90013
    http://www.insurance.ca.gov
    Phone Number:  (800) 9274357
    Fax Number:   ()

Methods of Payment
  • N/A
Refund & Exchange Policy: 
N/A
BBB accredited business

A

Overview

Home » Financial Services
OUR SERVICES
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. 

At Wright Capital Wealth Management and Insurance Solutions, we offer you the following services:
Retirement Income Strategies
Wealth Accumulation
Asset Protection
Annuities
Life Insurance
Tax Minimization Strategies 
Long-Term Care
IRA & 401(k) Rollovers
Medicare and Health Insurance

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Factors that affect the rating for Wright Capital Wealth Management and Insurance Solutions include:

  • Length of time business has been operating

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Wright Capital Wealth Management and Insurance Solutions

Wright Capital Wealth Management and Insurance Solutions

BBB ACCREDITATION SINCE 07/19/2016

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