BBB Accredited Business Profile

The Senior Wealth Advisors

The Senior Wealth Advisors

(513) 381-8888

The Senior Wealth Advisors

39 years in business
4243 Hunt Rd
Ste 115
Blue Ash, OH 45242-6657
Fax Numbers
  • (513) 381-8891
Additional Phone Numbers
  • (800) 242-8888
Additional Email Addresses
  • seniorfinancial@zoomtown.com
BBB File Opened: 01/01/1979
Business Started: 01/01/1979
Type of Entity
Sole Proprietorship
Business Management
  • Mr. Dean L. Stewart, President
Business Category
  • Financial Planning Consultants
  • Insurance Services Office
  • Estate Planning and Management
  • Tax Return Preparation

Service Area
Tri State
Alternate Business Names
  • The Senior Financial Group
  • The Senior Tax Advisory Group
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 records show a license number of 2632 for this business, issued by Ohio Department of Insurance

    Ohio Department of Insurance
    50 W. Town Street, Third Floor Suite 300, Columbus, OH 43215
    http://www.insurance.ohio.gov
    Phone Number:  (800) 6861526
    Fax Number:   ()

BBB accredited business

A+

Overview

The Senior Wealth Advisors provides services in the areas of:

-Tax management
-Investment management
-Retirement strategies 
-Estate conservation
-Insurance and annuity products

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

M: 9:00 AM-5:00 PM
T: 9:00 AM-5:00 PM
W: 9:00 AM-5:00 PM
Th: 9:00 AM-5:00 PM
F: 9:00 AM-5:00 PM
S: Closed
Su: Closed
H: Closed

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.

The following Government Agency(s) or Association(s) may be able to provide you additional information:

Bureau of Financial Institutions
122 Northern Avenue
Gardener ME 04345
Fax Number: 207-624-8590
http://www.mainebankingreg.org

BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

The Senior Wealth Advisors

The Senior Wealth Advisors

BBB ACCREDITATION SINCE 02/15/2012

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