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          Find a Location

          The Wealth Guardians and Ray Financial Group has 2 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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            Business ProfileThe Wealth Guardians and Ray Financial Group

            Financial Planning Consultants
            HeadquartersMulti Location Business
            BBB accredited business
            The Complaints and Reviews shown on this HQ profile may have been submitted against either the HQ itself or one of the corporate-owned locations found under "Find Locations".

            Contact Information

            3540 Clemmons Rd Ste 124

            Clemmons, NC 27012-9396

            Visit Website
            (336) 391-3409

            Business hours

            Closed
            Business Hours
            9:00 AM - 5:30 PM
            9:00 AM - 5:30 PM
            9:00 AM - 5:30 PM
            9:00 AM - 5:30 PM
            9:00 AM - 1:00 PM
            Closed
            Closed

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            Customer Reviews

            5/5

            Average of 11 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 5/8/2013

            Years in Business: 26

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            The Wealth Guardians specialize in retirement income planning with an emphasis on creating protected income and tactically managed money.  We assist in transitioning from asset accumulation to asset distribution in order to create retirement income.  We are able to identify Social Security optimization strategies and tax efficiencies to work in tandem with retirement income and protected by life and long term care insurance as appropriate.

            Products & Services

            Holistic financial planning focused on retirement income.

            Business Details

            This is a multi-location business.

            Find a Location

            The Wealth Guardians and Ray Financial Group has 2 locations, listed below.

            *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

              Please enter a valid location.
              Headquarters
              3540 Clemmons Rd Ste 124, Clemmons, NC 27012-9396
              BBB File Opened:
              4/12/2013
              Years in Business:
              26
              Business Started:
              1/1/1998
              Business Incorporated:
              2/2/2009
              Accredited Since:
              5/8/2013
              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 0016922734 for this business, issued by North Carolina Department of Insurance

              These agencies may include:

              North Carolina Department of Insurance

              325 N. Salisbury Street

              Raleigh NC 27603

              (855) 408-1212

              https://www.ncdoi.com/Default.aspx

              Type of Entity:
              Corporation
              Alternate Business Name
              • DSR Investments Management Corporation
              Hours of Operation

              Primary

              M:
              9:00 AM - 5:30 PM
              T:
              9:00 AM - 5:30 PM
              W:
              9:00 AM - 5:30 PM
              Th:
              9:00 AM - 5:30 PM
              F:
              9:00 AM - 1:00 PM
              Sa:
              Closed
              Su:
              Closed
              Business Management
              • Mr. Doug Ray, President
              Contact Information

              Principal

              • Mr. Doug Ray, President

              Customer Contact

              • Mr. Doug Ray, President
              Read More Business Details and See Alerts

              Customer Complaints

              0 Customer Complaints

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              Customer Reviews

              11 Customer Reviews

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              Most Recent Customer Review

              Thomas B

              11/25/2024

              Always informative and helpful, they explain things in easy to understand terms. I'm very pleased and happy with my relationship with this group.

              The Wealth Guardians and Ray Financial Group Response

              11/26/2024

              Thank you for the kind words, ***. We look forward to serving you for many years!Disclaimer: *** is a client of The Wealth Guardians and he is not being compensated for sharing his opinion and experience with our firm. Toms comments may not be representative of any other person's experience with the firm.
              Read 10 More Customer Reviews

              Local BBB

              BBB® of Central and Northwest North Carolina

              More Info on Local BBB

              BBB Reports On

              BBB reports on known marketplace practices.

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