BBB Accredited Business Profile

Wealth Financial Group

Wealth Financial Group

Wealth Financial Group

19 years in business

1130 Lake Cook Rd Ste 150
Buffalo Grove, IL 60089-1993

BBB File Opened: 3/13/2003
Business Started: 9/01/1997
Business Started Locally: 9/01/1997
Type of Entity
Corporation
Business Management
  • Mr. Steve Lewit, President
  • Mr. Gabriel Lewit, COO & Co-Founder
Contact Information
  • Principal: Mr. Steve Lewit, President
  • Principal: Mr. Gabriel Lewit, COO & Co-Founder
Business Category
  • Financial Planning Consultants
  • Retirement Planning Service
  • NAICS: Investment Advice

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:  30

A+

Overview

Asset Protection, Charitable Giving, Diversification, Estate Planning, Evidence Based Investing, Financial Planning, Income Planning, Investment Planning, IRA and 401(K) Rollovers, IRA Legacy Planning, Life Insurance, Long Term Care, Retirement Planning, Social Security Planning, Tax Preparation, Trusts & Probate, College Planning

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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 Financial Group

Wealth Financial Group

BBB ACCREDITED SINCE 10/01/2007

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
100%

Composite Score:

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