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Business Profile

Investment Advisory Services

Woodcrest Financial Group
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BBB Accredited BusinessA+Rated by BBB
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About

Overview

Woodcrest Financial Group

22600 Hall Rd Ste 100

Clinton Township, MI 48036-1172

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BBB Accreditation & Rating

Woodcrest Financial Group 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

Fee Based Retirement and Wealth Transfer planning.

BBB Accredited Since: 3/21/2008

Years in Business: 18

Products and Services

Estate Planning, Financial Planning, Insurance Services, Investment Advisory, Retirement Planning, Risk Management, Tax Planning, Wealth Preservation

Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
4/2/2008
Business Started:
6/1/2007
Business Started Locally:
6/1/2007
Business Incorporated:
6/1/2007
Type of Entity:
Corporation
Alternate Names:
Woodcrest Advisors, Inc.

Additional Contact Information

Fax numbers
Other Fax: (586) 992-5239
Additional Phone Numbers
Other Phone: (586) 961-6243
Additional Email Addresses
Customer Service: Email this Business
Social Media

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.

Additional Information

Payment methods
Checks and Credit Cards
Refund and Exchange Policy
Full refund if not satisfied for Financial Planning Services
Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]
Business Categories
Investment Advisory Services, Financial Planning Consultants, Insurance Consultant

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