BBB Accredited Business Profile

Mortach Financial Services

Mortach Financial Services

(440) 391-4753

Mortach Financial Services

17 years in business
3491 Napa Blvd
Avon, OH 44011-4520
Additional Email Addresses
  • dave@mortachfinancial.com
BBB File Opened: 01/26/2007
Business Started: 07/01/2000
Business Incorporated: 07/01/2000 in OH
Type of Entity
Corporation
Business Management
  • Mr. David A. Mortach, Owner
Business Category
  • Financial Planning Consultants
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 accredited business

A+

Overview

Fixed Indexed Annuities and Life Insurance and Retirement Planning.

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 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.

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

Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
webdfi@dfi.com.state.oh.us

Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: 614-644-2658
Fax Number: 614-644-3743
http://www.insurance.ohio.gov

Mortach Financial Services

Mortach Financial Services

BBB ACCREDITATION SINCE 05/22/2013

Customer Review Rating:

100%

Composite Score: