BBB Accredited Business Profile

Sailer Financial, Inc.

Sailer Financial, Inc.

(615) 370-1253

Sailer Financial, Inc.

15 years in business
320 Seven Springs Way Ste 130
Brentwood, TN 37027-4537
Additional Email Addresses
  • info@sailerfinancial.com
BBB File Opened: 04/09/2012
Business Started: 01/01/2002
Business Incorporated: 05/29/2003 in TN
Type of Entity
Corporation
Business Management
  • Principal: Mr. Jeremy Hutzel, CFA, CFP
Contact Information
  • Principal: Mr. Jeremy Hutzel, CFA, CFP
  • Ms. Karlie Lyles
Business Category
  • Financial Services
  • Bonds - Surety & Fidelity
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • Insurance Consultants
  • Investment Advisory Service
  • Investment Securities
  • Mutual Funds
  • Retirement Planning Service
  • Stock & Bond Brokers
  • Investment Management
  • Risk Management
  • Insurance - Employee Benefits
  • Estate Planning & Management
  • Stock Certificates
  • College Savings Plans

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.

A+

Overview

This company offers full-service financial planning through Investment Advisory Services, Retirement Planning, College Planning, Estate Planning, Tax Planning, and Insurance to families and individuals as well as Employee Benefit Plans for businesses

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.

Sailer Financial, Inc.

Sailer Financial, Inc.

BBB ACCREDITED SINCE 04/05/2012

Customer Review Rating:

Positive
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Neutral
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Negative
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Composite Score:

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