Business ProfileforCalvert Wealth Management, Inc.
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
Related Categories
Overview
Financial Planning
Investment Management
Institutional Investment Management
Wealth Planning
Business Details
- Location of This Business
- 3175 W Ward Rd Ste 120, Dunkirk, MD 20754-3029
- BBB File Opened:
- 10/31/2014
- Years in Business:
- 26
- Business Started:
- 9/1/1998
- Business Started Locally:
- 5/1/2011
- Business Incorporated:
- 10/13/1998
- Accredited Since:
- 1/13/2015
- 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 115639 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal
These agencies may include:
U.S. Securities and Exchange Commission (SEC)-Federal
100 F Street NE
Washington DC 20549-0213
Fax: (202) 7729295
- Type of Entity:
- Corporation
- Business Management
- Mr. Bradley Sheahan, President/CEO
- Ms. Kelly Sheahan, Vice President of Operations
- Contact Information
Principal
- Mr. Bradley Sheahan, President/CEO
- Ms. Kelly Sheahan, Vice President of Operations
Customer Contact
- Ms. Kelly Sheahan, Vice President of Operations
- Additional Contact Information
Fax Numbers
- (301) 286-3180Other Fax
Phone Numbers
- (301) 286-3180Other Phone
Email Addresses
- Sales
- Customer Service
- (301) 286-3180
Customer Complaints
0 Customer Complaints
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