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Business Profile

Financial Consultants

Managed Wealth Strategies LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Consultants.

About

About This Business

Products and Services

According to the information provided by the company their services include, financial planning, investment planning, life insurance, health insurance, and financing consultants.

Business Details

BBB File Opened:
3/5/2013
Business Started:
1/1/1999
Business Incorporated:
1/9/2006
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Mark Smiley, Owner

Additional Contact Information

Principal Contacts
Ms. Kimberly Bland
Customer Contacts
Mr. Mark Smiley, Owner
Ms. Kimberly Bland
Fax numbers
Primary Fax: (508) 393-0858

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 CRD#1779383 for this business, issued by Massachusetts Division of Insurance

Massachusetts Division of Insurance

1000 Washington Street , Suite 810

Boston MA 02118

Additional Information

Other Resources
Massachusetts Division of Insurance
1000 Washington Street , Suite 810
Boston MA 02118
Phone Number: 617-521-7794
https://www.mass.gov/orgs/division-of-insurance
Securities Division
Office Of The Secretary Of The Commonwea
Boston MA 02108
Phone Number: (800) 269-5428
www.state.ma.us/sec/sct
[email protected]

More Resources

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