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Business Profile

Financial Planning Consultants

Wealth Management Solutions LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(614) 942-1300Email BusinessWrite a Review

About

Overview

Wealth Management Solutions LLC

132 Northwoods Blvd Ste B

Columbus, OH 43235-4726

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BBB Accreditation & Rating

Wealth Management Solutions LLC 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

Financial Planning & Management Services

BBB Accredited Since: 2/23/2007

Years in Business: 21

Products and Services

Investment Advisory Services

Retirement Planning

Comprehensive Financial Planning

Insurance Advisory Services

Employee Benefits & Group Retirement Planning

College Planning

Estate Planning

Business Details

Local BBB:
BBB of Central Ohio
BBB File Opened:
2/16/2007
Business Started:
5/3/2005
Business Management:
Mr. W. Brad Montgomery, Investment Representative
Mr. Rick DeTillio, CEO
Ms. Angela Berry, COO
Ms. Susan Finefrock, Financial Advisor

Additional Contact Information

Principal Contacts
Mr. Rick DeTillio, CEO
Customer Contacts
Mr. W. Brad Montgomery, Investment Representative
Mr. Rick DeTillio, CEO
Ms. Angela Berry, COO
Ms. Susan Finefrock, Financial Advisor
Fax numbers
Primary Fax: (614) 942-1339
Additional Phone Numbers
Other Phone: (614) 942-1310
Additional Email Addresses
Primary: Email this Business
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
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.

Additional Information

Other Resources
Ohio Department of Insurance
50 W. Town St. Third Floor - Suite 300
Columbus OH 43215
Phone Number: 800-686-1526
http://www.insurance.ohio.gov
Business Categories
Financial Planning Consultants, Financial Services, Business Consultants, Life Insurance, Retirement Planning Services, Health Insurance, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Insurance Consultant, Employee Benefits Insurance, Employee Benefit Plans, Business Plan, College Savings Plans

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