We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Financial Planning Consultants

Adams Homes AEC, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(704) 558-4527

About

Overview

Adams Homes AEC, LLC

3401 Saint Vardell Ln Ste B

Charlotte, NC 28217-1371

Get DirectionsView Headquarters

BBB Accredited Since: 9/27/2006

Years in Business: 27

Business Licenses

BBB Accreditation & Rating

Adams Homes AEC, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

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 and Services

Holistic financial planning focused on retirement income.

Photos and Videos

Business Details

Local BBB:
BBB of Southern Piedmont and Western N.C.
BBB File Opened:
8/30/2006
Business Started:
1/1/1998
Business Started Locally:
11/28/2005
Business Incorporated:
2/2/2009
Type of Entity:
Corporation
Business Management:
Mr. Kyle Chudeusz, Regional Manager
Mr. William Bryan Adams, Manager
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. William Bryan Adams, Manager
Customer Contacts
Mr. Kyle Chudeusz, Regional Manager
Mr. William Bryan Adams, Manager
Fax numbers
Primary Fax: (704) 558-4768
Social Media

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

(855) 408-1212Website

Additional Information

Business Categories
Financial Planning Consultants, Life Insurance, Retirement Planning Services, Estate Planning and Management, Long Term Care Insurance

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

Featured Content

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.