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Wealth Guardians (The)

Wealth Guardians (The)

(704) 248-8549

Wealth Guardians (The)

20 years in business
11520 N Community House Rd Ste 150
Charlotte, NC 28277-1734
Additional Phone Numbers
  • (888) 556-2327
BBB File Opened: 12/10/2002
Business Started: 01/01/1998
Business Started Locally: 01/01/1998
Business Incorporated: 02/02/2009 in NC
Type of Entity
Contact Information
  • Principal: Mr. Doug Ray, Owner
  • Ms. Amy Scanlon, Executive Assistant
  • Customer Service: Ms. Sherrie Ray, Marketing Coordinator
Business Category
  • Financial Planning Consultants
  • Accident Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Planning Services
  • Estate Planning and Management
  • Training Program

Alternate Business Names
  • The Wealth Guardians
  • DSR Investments Management Corporation
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: 
BBB accredited business


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.

Wealth Guardians (The)

Wealth Guardians (The)


Customer Review Rating:

This business has no complaints filed

Composite Score: