This Business Is Not BBB Accredited

Family First Financial Planning

Family First Financial Planning

(772) 781-7648

Family First Financial Planning

19 years in business
850 NW Federal Hwy
SUITE 150
Stuart, FL 34994-1019
Fax Numbers
  • (772) 781-4526
Additional Phone Numbers
  • (561) 844-4453
BBB File Opened: 06/25/2001
Business Started: 03/02/1999
Type of Entity
Sole Proprietorship
Business Management
  • Ms. Leslie Trowbridge, Owner
Business Category
  • Financial Planning Consultants
Products & Services
Family First Financial Planning offers Retirement Planning, Investment Planning & Review and Financial Planning.
Service Area
Serving Southeast Florida and NE Georgia.
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 IA0901132 for this business, issued by Florida Dept of Financial Services

    Florida Dept of Financial Services
    , ,
    http://www.myfloridacfo.com
    Phone Number:  ()
    Fax Number:   ()

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Overview

Family First Financial Planning provides financial planning services for individuals and families. Charges on an hourly basis only and does not sell products or charge an ongoing management fee.

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 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.

Family First Financial Planning

This Business Is Not BBB Accredited

Family First Financial Planning

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