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Business Profile

Financial Planning Consultants

Jefferson Matthews Wealth Solutions
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(205) 848-2999Write a Review

About

Overview

Jefferson Matthews Wealth Solutions

3000 Riverchase Galleria Ste 790

Hoover, AL 35244-2361

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Operating Hours
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM
8:30 AM - 5:30 PM

BBB Accreditation & Rating

Jefferson Matthews Wealth Solutions is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Jefferson Matthews Wealth Solutions provides retirement planning services, including custom retirement plans addressing income, Social Security, and taxes. The company assists clients with organizing assets into retirement portfolios and creating written retirement plans through a structured process.

BBB Accredited Since: 12/5/2018

Years in Business: 9

Products and Services

Financial Wealth Management, Insurance Services, Investment Operations, Retirement Planning, Tax Guidance

Business Details

Local BBB:
BBB Serving Central & South Alabama
BBB File Opened:
9/24/2018
Business Started:
7/6/2017
Business Started Locally:
7/6/2017
Business Incorporated:
7/14/2017
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Jefferson Matthews Wealth Solutions, LLC
Business Management:
Ms. Kailyn Mills, Marketing Manager

Additional Contact Information

Principal Contacts
Mr. Al Jefferson Ruffin Jr., President/Owner
Customer Contacts
Mr. Al Jefferson Ruffin Jr., President/Owner
Ms. Deb Hosemann, Office Manager
Fax numbers
Primary Fax: (205) 848-2879
Additional Phone Numbers
Other Phone: (877) 877-4855

Licensing information

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 121671 for this business, issued by Alabama Department Of Insurance. The expiration date of this license is 9/30/2026.

Alabama Department Of Insurance

201 Monroe St Ste 502

Montgomery AL 36104

334-2414141

Additional Information

Business Categories
Financial Planning Consultants, Financial Services, Business Services, Business Consultants, Retirement Planning Services, Financial Consultants, No License Required Financial Consultants, Annuities, Pension and Profit Sharing Plans, Asset Evaluation

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