BBB Accredited Business Profile

McGregor Wealth Management

McGregor Wealth Management

(303) 681-0113

McGregor Wealth Management

16 years in business
757 Maleta Lane, Suite 204
Castle Rock, CO 80108
Fax Numbers
  • (303) 688-0132
Additional Website Addresses
BBB File Opened: 06/07/2010
Business Started: 12/07/2000
Business Incorporated: 12/07/2000 in CO
Type of Entity
Corporation
Business Management
  • Mr. Mark McGregor, Owner
Business Category
  • Financial Planning Consultants
  • Tax Return Preparation

Service Area
We service the following area(s): Castle Pines, CO, Castle Rock, CO
Alternate Business Names
  • Mark Mcgregor & Co., LLC
BBB accredited business

A+

Overview

We are an independent retirement planning and wealth management firm. We value the relationships we build with our most important asset, our clients. We aim to conduct business in an honest and ethical manner while striving to enhance our knowledge and services for the well-being of our clients.
We offer a diverse selection of products encompassing financial planning, investments, long-term care insurance, life insurance, 401(k) rollovers, retirement planning, wealth conservation and more. After evaluating client needs, we help to find what we believe are the best possible products available based on strength, performance, cost basis and service.
We believe in a multi-faceted approach, proudly providing a team of financial and insurance professionals with well-rounded expertise and experience.
In addition, we have formed strategic partnerships with other business owners in industries related to ours in which we have confidence working together and referring our clients, including estate planning attorneys, real estate attorneys, property and casualty agents, and more.
Our top goal is to become your trusted adviser and resource, providing effective solutions for all of your financial and insurance related needs.

BBB Reason for Ratings

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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.
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McGregor Wealth Management

McGregor Wealth Management

BBB ACCREDITATION SINCE 06/15/2016

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