Citrine Financial Solutions, Inc. ratings, reviews and complaints - Financial Planning and Management 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 Citrine Financial Solutions, 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

Citrine Financial Solutions, Inc. is a California based financial planning business specializingn in retirement income. We offer a range of services including retirement income planning, tax planning, asset protection, and wealth preservation.

Primary Contact:	Ngoc Le (Founder / CEO)
Business Started:	7/23/2015
Social:

About Citrine Financial Solutions, Inc.

Citrine Financial Solutions, Inc has experience and expertise to help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a legacy for your loved ones.

we specialize in designing and implementing personalized retirement roadmaps that guarantees enough income to last you for the rest of your life, while leaving a legacy for those dear to you. Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.

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Licensing

California Department of Insurance

Verified License

License Number: 0K37473
Status: Active

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

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Additional Info

DBAs:
There are no additional DBAs.

Websites:
There are no additional web sites.

Contacts:

Customer Service

Other Categories:

Retirement Planning Services

Insurance Consultants