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About

About This Business

This business offers to develop wealth management strategies for business owners & successful families.

BBB Accredited Since: 5/26/2015

Years in Business: 35

Products and Services

Financial Planning, Zero Tax Retirement Planning, Estate Planning, Business Succession, Charitable Giving.

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
3/11/2015
Business Started:
11/16/1990
Business Incorporated:
4/1/2005
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
IFG Wealth Strategies
Business Management:
Mr. Robert Iola, President

Additional Contact Information

Principal Contacts
Mr. Robert Iola, President
Customer Contacts
Mr. Robert Iola, President
Fax numbers
Primary Fax: (908) 800-2644
Additional Email Addresses
Primary: Email this Business

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 2103831 for this business, issued by Financial Industry Regulatory Authority (FINRA)

Financial Industry Regulatory Authority (FINRA)

1735 K St

Washington DC 20006

BBB records show a license number of 9036075 for this business, issued by State Department of Banking & Insurance

State Department of Banking & Insurance

20 West State Street, CN-040

Trenton NJ 08625

Additional Information

Payment methods
Check or Wire Transfer

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