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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) 391-3409Write a Review

About

Overview

Headquarters

The Wealth Guardians and Ray Financial Group

3554 Clemmons Rd Ste 001

Clemmons, NC 27012-8726

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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

Find a Location

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

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    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.

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    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.

    BBB Accredited Since: 5/8/2013

    Years in Business: 28

    Products and Services

    Holistic financial planning focused on retirement income.

    Photos and Videos

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    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

    855-4081212Website

    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

    Latest Reviews

    • ROBERT R

      "REMOVEDand his group are excellent Financial Planning professionals! I'm a 78." ... Read full review

    • Harold E

      "If you are looking for a Financial Advisor who thinks about you as an individual, you found them. The Wealth Guardians have just been awesome to work with and they treat you like family." ... Read full review

    • Angela H

      "Wealth Gaurdians is very knowledgeable in all aspects of financial planning and retirement. Highly recommend to avoid costly mistakes."

    View all Reviews

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