American Financial Management LLC. ratings, reviews and complaints - Tax Preparation Services

Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

BCA's Summary and Analysis:

We have received no complaints against this company.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against American Financial Management LLC. closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

Company Info

We provide tax preparation and investment planning services.

Primary Contact:	Randy Jacobson (President)
Business Started:	8/12/2005
Social:

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Licensing

California Department of Insurance

Verified License

License Number: 0742124
Status: Active

On July 11, 2012, our office verified that this company’s investment advisor registration, #136440, is active with the US Securities and Exchange Commission. People or firms that get paid to give advice about investing in securities generally must register with either the SEC or the state securities agency where they have their principal place of business. Investment advisers who manage $25 million or more in client assets generally must register with the SEC. To find out about an investment adviser and whether it is properly registered, read its registration form, called "Form ADV", which can be located at http://www.adviserinfo.sec.gov/(S(zqsyuacz0llxhspkjc2utp4y))/IAPD/Content/Search/iapd_Search.aspx, or call 1-800-SEC-0330

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

Mail sent to this company was returned by the post office as "moved; left no forward address," "forward order has expired," or "unable to locate." We cannot trace addresses of companies or principals. General information is available upon request which may assist you.

Industry Resources

Advertising Reviews

Additional Info

DBAs:

American Trust and Investment Planning

Websites:
There are no additional web sites.

Contacts:
There are no additional contacts.

Other Categories:

Other Investment Companies and Services

Estate Planning

Life Insurance Services

Reputation Report

American Financial Management LLC.

Complaints and Resolutions

Other Information