Retirement Planning Services
Financial Strategies Consulting, Inc.
About
Overview
Financial Strategies Consulting, Inc.
1122 Sam Newell Rd STE 105
Matthews, NC 28105-5016
See Hours
| Monday | 9:00 AM - 7:00 PM |
|---|---|
| Tuesday | 9:00 AM - 7:00 PM |
| Wednesday | 9:00 AM - 7:00 AM |
| Thursday | 9:00 AM - 7:00 PM |
| Friday | By Appt. Only |
| Saturday | By Appt. Only |
| Sunday | Closed |
BBB Accreditation & Rating
About This Business
best interest of the client.
BBB Accredited Since: 12/20/2017
Years in Business: 39
Products and Services
Management services Alternative options for Long Term Care from asset based LTC
or using the new type of life insurance with Living Benefits Life Insurance
Guaranteed Lifetime Income Plans Distribution Options Debt Reduction or
Eliminating debt before Retirement End of Life expenses and or Funeral Trust
for in case of Medicare spend down strategy Tax Reduction Strategies Assisting
Clients Inflation Options and Reducing all types of risk.
We are now offering Notary Services.
Photos and Videos
Business Details
- BBB File Opened:
- 8/2/2017
- Business Started:
- 1/1/1986
- Business Started Locally:
- 1/1/2013
- Business Incorporated:
- 12/31/2019
- Type of Entity:
- Corporation
- Alternate Names:
- Financial Strategies Consulting
- Business Management:
- Mr. William D. Smith, Agent
- Number of Employees:
- 1
Additional Contact Information
- Principal Contacts
- Mr. William D. Smith, Agent
- Customer Contacts
- Mr. William D. Smith, Agent
- Additional Phone Numbers
- Other Phone: (704) 321-5747
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 565532 for this business, issued by Insurance Commission, SC
Insurance Commission, SC
1201 Main St Ste 1000
Columbia SC 29201
BBB records show a license number of 2366920 for this business, issued by Insurance Commission, NC
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
BBB records show a license number of 19405736 for this business, issued by Insurance Commission, NC
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
Additional Information
- Business Categories
- Retirement Planning Services, Debt Consolidation Services, Tax Return Preparation, Tax Consultant, Business Consultants, Life Insurance, Insurance Agent, Insurance Consultant, Tax Reporting Service, Long Term Care Insurance, Annuities, Risk Management, Funeral Insurance, Insurance Broker
Latest Reviews
Barbara K
"Very efficient. All the necessary paperwork was done and ready for me to sign." ... Read full review
Alan B
"I have worked with William Smith for many years and appreciate his honesty and professionalism. I enjoy that he always offers multiple options that addresses our specific needs." ... Read full review
Rustee L
"William Smith is a very experienced and competent financial advisor. He strives to give his best to his clients, and is very helpful." ... Read full review
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