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Business Profile

Financial Consultants

WFG, a Transamerica Company
BBB accredited business seal
BBB Accredited BusinessA Rated by BBB
Visit Website(520) 365-5706
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 3:00 PM
By Appt. Only

About

Overview

WFG, a Transamerica Company

2560 E 10th St

Tucson, AZ 85716

View Service Area

BBB Accredited Since: 4/30/2024

Years in Business: 2

BBB Accreditation & Rating

WFG, a Transamerica Company is BBB Accredited.

BBB accredited business seal

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

Why choose a BBB Accredited Business?

BBB Rating

A

Reasons for rating

  • Length of time business has been operating
How are BBB ratings calculated?

About This Business

At WFG, a Transamerica Company, we empower our clients with a Financial Education Foundation.  It is our goal to help our clients become their own money managers so that they can make the best financial and investing decisions for themselves.  We believe in building long term client relationships.  No minimum assets required.  No consulting fees.  No fee to prepare your Will, Medical Directive & Financial Power of Attorney. No fee for Financial Education Workshops.

Business Details

Local BBB:
BBB Serving Southern Arizona
BBB File Opened:
4/19/2024
Business Started:
2/1/2023
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
World Financial Group, a Transamerica Company
Business Management:
Ms. Annette Solis, Independent Agent

Additional Contact Information

Principal Contacts
Ms. Annette Solis, Independent Agent
Customer Contacts
Ms. Annette Solis, Independent Agent
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

  • Producer License #20574122

Additional Information

Other Resources
Arizona Department of Insurance
2910 N 44th St Ste 210
Phoenix AZ 85018
Phone Number: (800) 325-2548
https://insurance.az.gov
AZ Corporation Commission - Securities
1300 W Washington
Phoenix AZ 85007
Phone Number: (866) 837-4399
www.cc.state.az.us/Divisions/Securities
[email protected]
Funeral Directors & Embalmers
1400 W Washington
Phoenix AZ 85007
Phone Number: (602) 542-3095
www.azfuneralboard.us
Business Categories
Financial Consultants, Financial Services, Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management, Business Coach, Employee Benefits Insurance, Annuities, Funeral Insurance, Coaching, Insurance Broker, Group Benefits

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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