BBB Accredited Business Profile

Van Winkle Wealth Management Group

Van Winkle Wealth Management Group

(740) 366-1110

Van Winkle Wealth Management Group

14 years in business
263 Deo Dr
Newark, OH 43055-3022
Fax Numbers
  • (866) 591-6697
Additional Phone Numbers
  • (866) 366-1110
Additional Website Addresses
BBB File Opened: 07/05/2006
Business Started: 06/01/2003
Business Incorporated: 06/18/2003 in OH
Business Management
  • Mr. Brian Van Winkle, President
  • Ms. Cara Brautigan, Workshop Assistant
  • Ms. Carol Doneff, Office Support Staff
  • Ms. Kate Duffus, Admin Asst.
  • Mr. Douglass Fischer, Workshop Guest Speaker
  • Ms. Julie Moscynski, Administrative Assistant
  • Ms. Valerie Van Winkle, Office Manager

Business Category
  • Financing Consultants
  • Financial Planning Consultants
  • Health Insurance
  • Senior Insurance
  • Annuity
  • Retirement Planning Services
  • Insurance Services Office

Additional Information
  • The principal of this firm, Brian Van Winkle, is also the principal of Bravo Holdings. BBB maintains a separate report on Bravo Holdings.
Products & Services
financial planning
Service Area
We service the following area(s): LICKING County, OH
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+

Overview

This company states they are financial planning/retirement  consultants

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 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.

Van Winkle Wealth Management Group

Van Winkle Wealth Management Group

BBB ACCREDITATION SINCE 07/20/2010

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