BBB Accredited Business Profile

Wisconsin Retirement & Insurance Advisors LLC

Wisconsin Retirement & Insurance Advisors LLC

(920) 380-9411

Wisconsin Retirement & Insurance Advisors LLC

18 years in business

1047 N Lynndale Dr Ste 1C
Appleton, WI 54914-3059

Fax Numbers
  • (920) 882-8542
Additional Phone Numbers
  • (866) 732-3000
  • (920) 544-5017
Additional Email Addresses
  • appletoninfo@wisretirement.com
BBB File Opened: 07/26/2004
Business Started: 08/01/1998
Business Started Locally: 08/01/1998
Type of Entity
Limited Liability Corporation
Business Management
  • Principal: Mr. Michael P. Litwin, Owner
  • Ms. Ashley Wendels, Marketing Coordinator
Contact Information
  • Principal: Mr. Michael P. Litwin, Owner
  • Ms. Ashley Wendels, Marketing Coordinator
Business Category
  • Financial Planning Consultants
  • Annuities
  • Retirement Planning Service
  • Investment Management
  • Gold, Silver & Platinum Dealers
  • NAICS: Insurance Agencies and Brokerages
  • Estate Planning & Management
  • Tax Return Preparation

Licensing, Bonding or Registration
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.
Number of Employees: 
4

A+

Overview

This company offers financial planning, estate planning, tax planning and preparation and accounting services.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Wisconsin Retirement & Insurance Advisors LLC

Wisconsin Retirement & Insurance Advisors LLC

BBB ACCREDITED SINCE 07/29/2004

Customer Review Rating:

Positive
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Neutral
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Negative
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Composite Score:

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