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Business Profile

Financial Planning Consultants

Wealth Planning Group LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(484) 800-8038Write a Review

About

Overview

Wealth Planning Group LLC

133 Commons Ct

Chadds Ford, PA 19317-9724

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BBB Accreditation & Rating

Wealth Planning Group 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

Investments: Bonds, Common Stock, Educational/Traditional/Roth/SEP/Simple
IRAs, Brokerage Accounts, Treasury Bills, Government Securities, Treasury
Notes, Variable Annuities; Financial Planning: Retirement Plans, Tax Plans, 401(k)
& 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans,
Profit Sharing Plans; Insurance: Disability Income Insurance, Life Insurance,
Long-Term Care Insurance

BBB Accredited Since: 10/17/2017

Years in Business: 18

Business Details

Local BBB:
BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
BBB File Opened:
6/26/2017
Business Started:
1/1/2008
Business Started Locally:
1/1/2015
Business Incorporated:
3/10/2017
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. William R. Walters III, Owner
Mrs. Cindy Walters, Office Manager

Additional Contact Information

Principal Contacts
Mr. William R. Walters III, Owner
Customer Contacts
Mr. William R. Walters III, Owner
Mrs. Cindy Walters, Office Manager
Fax numbers
Primary Fax: (484) 574-8941
Additional Email Addresses
Customer Service: 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 289136 for this business, issued by Insurance Department, Bureau of Consumer & Producers Services-PA

Insurance Department, Bureau of Consumer & Producers Services-PA

1326 Strawberry Square, 13th Floor

Harrisburg PA 17120

717-7872317

Fax: (717) 7878585

Website

Additional Information

Business Categories
Financial Planning Consultants

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