Business Profile
Financial Services
The EstablishmentThis business is NOT BBB Accredited.
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About
Overview
The Establishment
Williamsville, NY 14221-5256
Years in Business: 10
BBB Accreditation & Rating
The Establishment is NOT a BBB Accredited Business.
To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.
Why choose a BBB Accredited Business?About This Business
The Establishment offers different types of events focused on personal finance topics, like insurance, investments, and debt. At these core financial events, attendees receive generalized education in a group setting to help them think about their financial situation and take action on their financial goals.
Business Details
- Local BBB:
- BBB of Upstate New York
- BBB File Opened:
- 3/16/2021
- Business Started:
- 1/1/2015
- Business Incorporated:
- 1/5/2011
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Ms. Samantha Willhauck, Marketing Coordinator
- Mr. Joe DiLeo, CEO
Additional Contact Information
- Principal Contacts
- Mr. Joe DiLeo, CEO
- Customer Contacts
- Ms. Samantha Willhauck, Marketing Coordinator
- Additional Phone Numbers
- Other Phone: (716) 276-1112
- Additional Email Addresses
- Primary: Email this Business
- Additional Websites
- Website 1
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.
Additional Information
- Referral Assistance
- NYS Banking Department
Licensed Financial Services Division
New York NY 10004-1417
Phone Number: (877) 226-5697
http://www.banking.state.ny.us/supinst.htm - Business Categories
- Financial Services, Credit and Debt Counseling, Financial Planning Consultants