BBB Accredited Business Profile

Wealth Guardians (The)

Wealth Guardians (The)

(704) 248-8549

Wealth Guardians (The)

19 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
Corporation
Contact Information
  • Principal: Mr. Doug Ray, Owner
  • Customer Service: Ms. Sherrie Ray, Marketing Coordinator
  • Ms. Amy Scanlon, Executive Administrative Assistant
Business Category
  • Financial Planning Consultants
  • Insurance - Accident & Health
  • Insurance - Life
  • Insurance - Long Term Care
  • Retirement Planning Service
  • Estate Planning & Management
  • Training Programs

Alternate Business Names
  • DSR Investments Management Corporation
  • The Wealth Guardians
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: 
2

Wealth Guardians (The)

Wealth Guardians (The)

BBB ACCREDITED SINCE 03/06/2013

Customer Review Rating:

Positive
100%
Neutral
0%
Negative
0%

Composite Score:

0 3
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