Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Retirement Planning Services

Joseph Banks Wealth & Retirement Solutions LLC

Reviews

Customer Review Ratings

5/5 stars

Average of 4 Customer Reviews

Want to share your experience?

Leave a Review

Review Details

  • Review fromVeletta M

    Date: 12/13/2024

    5 stars

    Veletta M

    Date: 12/13/2024

    I am so glad to finally have someone knowledgeable about wealth and retirement in our community. Trusted JBWR with my finances and am so thankful I did. I never knew all the possibilities available to have my money work for me. If you’re looking for someone to guide you to success, Joseph Banks Wealth and Retirement is the perfect place to go.
    Thank you JBWR

    Joseph Banks Wealth & Retirement Solutions LLC

    Date: 12/20/2024

    Veletta,
    It was a wonderful experience working with you and I’m so glad that I was able to get you in a position where you can let your money work for you
  • Review fromAmelia M

    Date: 07/13/2024

    5 stars

    Amelia M

    Date: 07/13/2024

    They exude professionalism taken to the next level and they truly care about their clients. This team took time to listen to my concerns and get me exactly what I needed.

    Joseph Banks Wealth & Retirement Solutions LLC

    Date: 07/14/2024

    It was a pleasure to work with you Amy. I am Very Pleased that we were able to help you with your investments.
  • Review fromMark R

    Date: 10/13/2023

    5 stars
    I was referred by family and it is looking to be a great investment. I only wish I had done this sooner.
  • Review fromMark R

    Date: 10/13/2023

    5 stars

    Mark R

    Date: 10/13/2023

    I was referred by family and it is looking to be a great investment. I only wish I had done this sooner.

    Joseph Banks Wealth & Retirement Solutions LLC

    Date: 10/14/2023

    It was a pleasure to be able to help you Mark achieve a lifetime payout for your retirement time. Nationwide is a great company!

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.