Find a reputable business?

Reputation Report

Applied Financial Planning, Inc.

206 inquiries |
Financial Planning and Management Services

File Complaint

100 Pacifica Suite 400
Irvine, CA 92618 | Get Directions

(949) 380-1210

http://www.appliedfinancialpla...

Please Call Us For Business Hours -

Company Rating

AAA

View Rating Explanation

Customer Reviews

based on 0 reviews.

Write Review

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.

Membership Information

This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.

Recent Review

This business has no reviews.

Leave the First Review

Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

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.

File Complaint

Complaint Closing Statistics

0 complaints against Applied Financial Planning, Inc. 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 are providing financial planning, advice and management services that includes retirements plans, 401K planning, tax plans, estate plans, brokerage accounts, college plans, Roth IRA, SEPIRA, Simple IRA, life insurance long term care, etc.

Primary Contact:	William O'Connor (President)
Business Started:	1/1/1986
Social:

Interested in Applied Financial Planning, Inc.?
Contact them directly!

Request Quote

Licensing

We know of no licensing or registration requirement for companies engaged in this company's stated type of business.

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

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

Industry Resources

Advertising Reviews

Additional Info

DBAs:

Linsco/Private Ledger

Websites:
There are no additional web sites.

Contacts:
There are no additional contacts.

First Name:

Last Name:

Email Address:

Password:

Are you: Male Female

Profile