Financial Planning Consultants
The Wealth Guardians and Ray Financial GroupHeadquarters
About
Overview
Headquarters
The Wealth Guardians and Ray Financial Group
3540 Clemmons Rd Ste 124
Clemmons, NC 27012-9396
See Hours
| Monday | 9:00 AM - 5:30 PM |
|---|---|
| Tuesday | 9:00 AM - 5:30 PM |
| Wednesday | 9:00 AM - 5:30 PM |
| Thursday | 9:00 AM - 5:30 PM |
| Friday | 9:00 AM - 1:00 PM |
| Saturday | Closed |
| Sunday | Closed |
BBB Accreditation & Rating
The Wealth Guardians and Ray Financial Group is BBB Accredited.
Why choose a BBB Accredited Business?About This Business
BBB Accredited Since: 5/8/2013
Years in Business: 27
Products and Services
Photos and Videos
Business Details
- BBB File Opened:
- 4/12/2013
- Business Started:
- 1/1/1998
- Business Incorporated:
- 2/2/2009
- Type of Entity:
- Corporation
- Alternate Names:
- DSR Investments Management Corporation
- Business Management:
- Mr. Doug Ray, President
Additional Contact Information
- Principal Contacts
- Mr. Doug Ray, President
- Customer Contacts
- Mr. Doug Ray, President
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. The expiration date of this license is 10/31/2026.
North Carolina Department of Insurance
325 N. Salisbury Street
Raleigh NC 27603
Additional Information
- Other Resources
- North Carolina Department of Insurance
325 N. Salisbury Street
Raleigh NC 27603
Phone Number: 855-408-1212
http://www.ncdoi.com/Default.aspx
Latest Reviews
Harvey N
"We are very pleased with all of the staff at Wealth Guardians. They are very informative and helpful with any questions that we may have." ... Read full review
Thomas B
"Always informative and helpful, they explain things in easy to understand terms. I'm very pleased and happy with my relationship with this group."
Ted S
"My ******** discovered that I can retire now, thank you wealth guardians. I was planning on working for seven more years, but not now." ... Read full review
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