We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Financial Planning Consultants

The Wealth Guardians and Ray Financial Group

Headquarters

BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(336) 391-3409
See Hours
Operating Hours
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 1:00 PM
Closed
Closed

About

Overview

Headquarters

The Wealth Guardians and Ray Financial Group

3554 Clemmons Rd Ste 001

Clemmons, NC 27012-8726

View Service Area

Find a Location

The Wealth Guardians and Ray Financial Group has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    BBB Accredited Since: 5/8/2013

    Years in Business: 27

    Business Licenses

    BBB Accreditation & Rating

    The Wealth Guardians and Ray Financial 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?

    About This Business

    The Wealth Guardians specialize in retirement income planning with an emphasis on creating protected income and tactically managed money.  We assist in transitioning from asset accumulation to asset distribution in order to create retirement income.  We are able to identify Social Security optimization strategies and tax efficiencies to work in tandem with retirement income and protected by life and long term care insurance as appropriate.

    Products and Services

    Holistic financial planning focused on retirement income.

    Photos and Videos

    Business Details

    Local BBB:
    BBB® of Central and Northwest North Carolina
    BBB File Opened:
    4/12/2013
    Business Started:
    1/1/1998
    Business Incorporated:
    2/2/2009
    Type of Entity:
    Corporation
    Alternate Names:
    DSR Investments Management Corporation
    Business Management:
    Mr. Doug Ray, President

    Additional Contact Information

    Principal Contacts
    Mr. Doug Ray, President
    Customer Contacts
    Mr. Doug Ray, President
    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 0016922734 for this business, issued by North Carolina Department of Insurance. The expiration date of this license is 10/31/2026.

    North Carolina Department of Insurance

    325 N. Salisbury Street

    Raleigh NC 27603

    (855) 408-1212Website

    Additional Information

    Other Resources
    North Carolina Department of Insurance
    325 N. Salisbury Street
    Raleigh NC 27603
    Phone Number: 855-408-1212
    http://www.ncdoi.com/Default.aspx
    Business Categories
    Financial Planning Consultants, Life Insurance, Retirement Planning Services, Estate Planning and Management, Long Term Care Insurance

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

    Featured Content

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.