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The Stoddard Group

462 inquiries |
Retirement Planning Services | Business Alert

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30448 Rancho Viejo Road Suite 189
San Juan Capistrano, CA 92675 | Get Directions

(949) 218-9036

http://www.thestoddardgroup.co...

Please call 949-218-9036 for appointment

Company Rating

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Customer Reviews

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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.

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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.

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Complaint Closing Statistics

0 complaints against The Stoddard Group 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

The Stoddard Group provides comprehensive retirement and estate planning services and workshops, including income planning, estate preservation and wealth transfers.

Primary Contact:	Robert Stoddard (Owner)
Business Started:	4/12/2000
Social:

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Licensing

California Department of Insurance

Verified License

License Number: 0C53805
Status: Inactive

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

Our files show disconnected phone numbers, returned mail or both. The company appears to be out of business. We cannot trace addresses of companies or principals. General information is available upon request which may assist you.

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Additional Info

DBAs:
There are no additional DBAs.

Websites:
There are no additional web sites.

Contacts:

Christy Amato (Assistant)

Other Categories:

Financial Planning and Management Services

Addresses:

20 Finca, San Clemente, CA, 92672-9413

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