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Business Profile

Financial Planning Consultants

DAY Financial Group, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

Important information

  • Additional Info:
    * According to the company's website, "Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor,Member FINRA/SIPC" (Link: http://www.daywealthmanagement.com/)

About This Business

This company provides investment services, financial planning, insurance and estate planning with securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
www.finra.org www.sipc.org

Products and Services

This company offers securities and advisory services including managed asset plans, tax-advantage investing, retirement planning, investment portfolio analysis, estate planning and long-term care planning.

Years in Business: 32

Business Details

BBB File Opened:
9/27/2010
Business Started:
11/1/1992
Business Incorporated:
3/7/2003
Type of Entity:
Corporation

Additional Contact Information

Principal Contacts
Mr. John Day, President
Customer Contacts
Mr. John Day, President
Ms. Marlene Day, Operations Manager
Fax numbers
Primary Fax: (410) 799-5699
Additional Phone Numbers
Other Phone: (866) 418-6110
Social Media
LinkedIn
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 57307 for this business, issued by Maryland Insurance Administration

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

BBB records show a license number of 2419492 for this business, issued by FINRA- Financial Industry Regulatory Authority

FINRA- Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

BBB records show a license number of 6413 for this business, issued by FINRA- Financial Industry Regulatory Authority

FINRA- Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

Additional Information

Other Resources
Maryland Insurance Administration
525 St Paul St
Baltimore MD 21202
Phone Number: (410) 468-2000
www.mdinsurance.state.md.us
[email protected]

More Resources

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