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          Financial Strategies Consulting, Inc. has 1 locations, listed below.

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            Business ProfileFinancial Strategies Consulting, Inc.

            Retirement Planning Services
            BBB accredited business

            Contact Information

            1122 Sam Newell Rd STE 105

            Matthews, NC 28105-5016

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            (704) 907-9258

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            Customer Reviews

            5/5

            Average of 29 Customer Reviews

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            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 12/20/2017

            Years in Business: 38

            Customer Reviews are not used in the calculation of BBB Rating

            Reasons for BBB Rating

            Related Categories

            Overview

            We specialize in retirement income planning based on the best interest of the client.

            Products & Services

            Business and Personal tax return Services and Business Management services Alternative options for Long Term Care from asset based LTC or using the new type of life insurance with Living Benefits Life Insurance Guaranteed Lifetime Income Plans Distribution Options Debt Reduction or Eliminating debt before Retirement End of Life expenses and or Funeral Trust for in case of Medicare spend down strategy Tax Reduction Strategies Assisting Clients Inflation Options and Reducing all types of risk. 
            We are now offering Notary Services.

            Business Details

            Location of This Business
            1122 Sam Newell Rd STE 105, Matthews, NC 28105-5016
            BBB File Opened:
            8/2/2017
            Years in Business:
            38
            Business Started:
            1/1/1986
            Business Started Locally:
            1/1/2013
            Business Incorporated:
            12/31/2019
            Accredited Since:
            12/20/2017
            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 565532 for this business, issued by Insurance Commission, SC

            These agencies may include:

            Insurance Commission, SC

            1201 Main St Ste 1000

            Columbia SC 29201

            (803) 737-6180

            BBB records show a license number of 2366920 for this business, issued by Insurance Commission, NC

            These agencies may include:

            Insurance Commission, NC

            1201 Mail Service Ctr

            Raleigh NC 27699

            (855) 408-1212

            BBB records show a license number of 19405736 for this business, issued by Insurance Commission, NC

            These agencies may include:

            Insurance Commission, NC

            1201 Mail Service Ctr

            Raleigh NC 27699

            (855) 408-1212

            Type of Entity:
            Corporation
            Number of Employees:
            1
            Alternate Business Name
            • Financial Strategies Consulting
            Business Management
            • Mr. William D. Smith, Agent
            Contact Information

            Principal

            • Mr. William D. Smith, Agent

            Customer Contact

            • Mr. William D. Smith, Agent
            Additional Contact Information

            Phone Numbers

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            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

            29 Customer Reviews

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            Most Recent Customer Review

            Rustee L

            10/25/2024

            William Smith is a very experienced and competent financial advisor. He strives to give his best to his clients, and is very helpful. He will answer your questions, no matter how many you have, and will go out of his way to help you decide on what you need, I highly recommend him.
            Read 28 More Customer Reviews

            Local BBB

            BBB of Southern Piedmont and Western N.C.

            More Info on Local BBB

            BBB Reports On

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