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Business Profile

Financial Planning Consultants

Wealth Trac Financial, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(888) 519-9614Email BusinessWrite a Review

About

Overview

Wealth Trac Financial, LLC

30777 Telegraph Rd

Franklin, MI 48025

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Find a Location

Wealth Trac Financial, LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    Wealth Trac Financial, LLC 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

    Wealth Trac Financial provides wealth management solutions, including retirement income strategies, asset protection, annuities, life insurance, and estate planning. The company assists clients with developing customized financial strategies using investment and insurance products.

    BBB Accredited Since: 1/7/2011

    Years in Business: 19

    Products and Services

    Annuities, Asset Protection, Estate Planning, Life Insurance, Retirement Income Strategies, Wealth Management

    Business Details

    Local BBB:
    BBB of Michigan
    BBB File Opened:
    1/10/2011
    Business Started:
    1/1/2007
    Business Started Locally:
    1/1/2007
    Business Incorporated:
    4/10/2007
    Type of Entity:
    Corporation
    Business Management:
    Mr. Kurt Fillmore, President

    Additional Contact Information

    Principal Contacts
    Mr. Kurt Fillmore, President
    Customer Contacts
    Mr. Kurt Fillmore, President
    Fax numbers
    Primary Fax: (248) 414-6151
    Additional Phone Numbers
    Other Phone: (248) 385-2385
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Additional Information

    Business Categories
    Financial Planning Consultants, Financial Services, Insurance Services Office, Retirement Planning Services, Estate Planning and Management, Wealth Management

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