About
Overview
A4 Wealth Advisors, LLC
16140 Northcross Dr
Huntersville, NC 28078-5045
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
BBB Accreditation & Rating
About This Business
A4 Wealth Advisors, LLC is a full-service
financial services company that is focused on serving the needs of our client’s
goals and objectives. Our focus is retirement income planning and
to increase cash flow and net worth while minimizing taxes for our clients.
BBB Accredited Since: 5/6/2005
Years in Business: 25
Products and Services
and risk management, social security maximization, Income Planning, Wealth
Management, Legacy Planning, Insurance (Medicare, Life and Long-Term Care)
planning
Photos and Videos
Business Details
- BBB File Opened:
- 10/4/2004
- Business Started:
- 9/12/2000
- Business Started Locally:
- 9/12/2000
- Business Incorporated:
- 9/12/2000
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- A4 Insurance Solutions
- World Wide Financial Solutions, LLC
- A4 Medicare Solutions
- Business Management:
- Mr. John Balcerzak, CFP, IAR, CEO
- Number of Employees:
- 4
Additional Contact Information
- Principal Contacts
- Mr. John Balcerzak, CFP, IAR, CEO
- Customer Contacts
- Ms. Shauntae Funkhouser, IAR, Business Development Coordinator
- Ms. Heather Fowler, Operations Assistant
- Fax numbers
- Primary Fax: (704) 897-0271
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 152397 for this business, issued by Securities Division, NC
Securities Division, NC
300 N Salisbury St Rm 304
Raleigh NC 27603
BBB records show a license number of 89453 for this business, issued by Certified Financial Planner Board of Standards, NC
Certified Financial Planner Board of Standards, NC
1425 K St NW Ste 500
Washington DC 20005
BBB records show a license number of 1000002646 for this business, issued by Insurance Commission, NC
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
Additional Information
- Business Categories
- Financial Services, Insurance Companies, Financial Planning Consultants, Financing, Investment Security
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