Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Insurance Services Office

Wisdom Financial

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Insurance Services Office.

(248) 835-3675Write a Review

About

Overview

Wisdom Financial

Shelby Township, MI 48316-2904

View Service Area

BBB Accreditation & Rating

Wisdom Financial is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

Wisdom Financial provides financial planning services, including income for life planning, longevity care planning, debt to wealth planning, and tax-exempt planning. The company assists clients with personalized strategies to manage finances, reduce debt, and optimize tax efficiency.

Years in Business: 21

Products and Services

Debt to Wealth Planning, Income For Life Planning, Longevity Care Planning, Tax-Exempt Planning

Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
7/6/2010
Business Started:
2/17/2005
Business Started Locally:
2/17/2005
Business Incorporated:
7/1/2009
Type of Entity:
Corporation

Additional Contact Information

Principal Contacts
Mr. Steve Charlton, President
Customer Contacts
Mr. Steve Charlton, President
Social Media

Additional Information

Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]
Business Categories
Insurance Services Office

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.