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Business Profile

Financial Planning Consultants

Wealth Management Strategies, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(252) 451-0488Write a Review

About

Overview

Wealth Management Strategies, Inc.

204 N Winstead Ave

Rocky Mount, NC 27804-2225

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BBB Accreditation & Rating

Wealth Management Strategies, Inc. 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

BBB Accredited Since: 5/16/2003

Years in Business: 26

Business Details

Local BBB:
BBB of Eastern Carolinas
BBB File Opened:
5/16/2003
Business Started:
1/1/2000
Business Incorporated:
1/23/2002
Type of Entity:
Corporation
Business Management:
Mrs. Marie M. Engrassia, Secretary/Treasurer

Additional Contact Information

Customer Contacts
Mrs. Marie M. Engrassia, Secretary/Treasurer

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 1699510 for this business, issued by National Association of Insurance Commissioners. The expiration date of this license is 9/30/2027.

National Association of Insurance Commissioners

1100 Walnut Street, Suite 1500

Kansas City MO 64106-2197

816-7838500Website

BBB records show a license number of 1000002361 for this business, issued by National Association of Insurance Commissioners

National Association of Insurance Commissioners

1100 Walnut Street, Suite 1500

Kansas City MO 64106-2197

816-7838500Website

Additional Information

Business Categories
Financial Planning Consultants, Insurance Companies, Financial Services, Life Insurance, Insurance Agency, Retirement Planning Services, Investment Advisory Services, Insurance Agent, Financial Consultants, Estate Planning and Management, Long Term Care Insurance, Disability Insurance, Wealth Management, Consumer Directed Services

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