BBB Accredited Business Profile

Wealth & Retirement Advisors, LLC

Wealth & Retirement Advisors, LLC

(704) 926-7555

Wealth & Retirement Advisors, LLC

14 years in business

11121 Carmel Commons Blvd Ste 160
Charlotte, NC 28226-1902

BBB File Opened: 08/26/2010
Business Started: 11/01/2002
Business Started Locally: 11/01/2002
Business Incorporated: 08/16/2013 in NC
Type of Entity
Limited Liability Corporation
Contact Information
  • Principal: Mr. Rick Aiken, Principal
  • Ms. Robin Greene, Office Director
  • Ms. Kristi Pace, Director of Client Relations
Business Category
  • Financial Planning Consultants
  • Insurance - Accident & Health
  • Insurance - Health
  • Insurance - Medicare Services
  • Insurance - Life
  • Insurance - Long Term Care
  • Retirement Planning Service
  • College Savings Plans

Alternate Business Names
  • Wealth Financial Group
  • Wealth Financial Group SE
  • College Planning Professionals of the Carolinas
  • College Funding Professionals of the Carolinas
  • College Planning and Funding Professionals of the Carolinas
  • College Funding and Planning Professionals of the Carolinas

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.
Number of Employees: 
5

A+

BBB Reason for Ratings

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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.

Wealth & Retirement Advisors, LLC

Wealth & Retirement Advisors, LLC

BBB ACCREDITED SINCE 09/20/2010

Customer Review Rating:

Positive
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Composite Score:

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