BBB Accredited Business Profile

Cebert Wealth Management, Inc.

Cebert Wealth Management, Inc.

(352) 674-4200

Cebert Wealth Management, Inc.

25 years in business
11714 NE 62nd Ter STE 100
The Villages, FL 32162-8624
Additional Phone Numbers
  • (800) 392-1232
Additional Email Addresses
  • AlecThomas@cebertwealth.com
BBB File Opened: 10/01/2004
Business Started: 06/01/1992
Business Started Locally: 04/02/2014
Business Incorporated: 04/02/2014 in FL
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Dale Cebert, President
  • Customer Service: Mr. Alec Thomas, Operations Manager
Business Category
  • Investment Securities
  • Bonds - Surety & Fidelity
  • Financial Planning Consultants
  • Insurance - Life
  • Mutual Funds
  • Retirement Planning Service
  • Estate Planning & Management

Products & Services
This company offers financial planning, sales of securities, mutual funds, annuities and insurance. They specialize in Fee Based Asset Management and utilizes Custom Model Portfolios. Investments * Common Stock Bonds Brokerage Accounts IRA's - Traditional, Educational, Roth, SEP, Simple Variable Annuities Mutual Funds Non-Publicly Traded Real Estate Financial Planning Retirement Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Insurance Fixed Annuities Life Insurance Long Term Care Insurance
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 accredited business

A+

BBB Reason for Ratings

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

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 three years 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.

Cebert Wealth Management, Inc.

Cebert Wealth Management, Inc.

BBB ACCREDITED SINCE 08/18/2014

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