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Business Profile

Retirement Planning Services

Walker Capital Preservation Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(704) 879-3137Write a Review

About

Overview

Walker Capital Preservation Group

601 S Kings Dr Ste F-141

Charlotte, NC 28204-2932

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BBB Accreditation & Rating

Walker Capital Preservation Group 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

  • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
More InformationHow are BBB ratings calculated?

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About This Business

BBB Accredited Since: 9/30/2020

Years in Business: 11

Business Details

Local BBB:
BBB of Southern Piedmont and Western N.C.
BBB File Opened:
9/16/2020
Business Started:
8/27/2014
Business Started Locally:
8/27/2014
Business Incorporated:
8/27/2014
Type of Entity:
Corporation
Alternate Names:
Walker Capital Preservation Group, Inc.
Business Management:
Mr. Tom Walker, President
Number of Employees:
2

Additional Contact Information

Principal Contacts
Mr. Tom Walker, President
Customer Contacts
Mr. Tom Walker, President
Fax numbers
Primary Fax: (704) 764-1485
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.

BBB records show a license number of 1000403641 for this business, issued by Insurance Commission, NC

Insurance Commission, NC

1201 Mail Service Ctr

Raleigh NC 27699

855-4081212

BBB records show a license number of 16616804 for this business, issued by Insurance Commission, NC

Insurance Commission, NC

1201 Mail Service Ctr

Raleigh NC 27699

855-4081212

Additional Information

Business Categories
Retirement Planning Services

Latest Reviews

  • Teri M

    "REMOVEDhas attended to my retirement needs. He is very patient and simplifies how the financial system works." ... Read full review

View all Reviews

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