Better Business Bureau A+
BBB Business Review
Golden Financial
Jim Matthew & Betty Estes
Phone: (423) 847-6700 Fax: (423) 843-0760
2120 Northgate Park Ln Ste 305, Chattanooga, TN 37415-6953
A BBB Accredited Business since 03/05/2001
BBB has determined that Golden Financial / Jim Matthew & Betty Estes meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Golden Financial / Jim Matthew & Betty Estes' rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
Licensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Type of Entity - Partnership
Contact Information
Primary Contact: Ms. Betty Estes (Partner/Owner)Mr. James W. Matthew (Partner/Owner)Business Category
Financial Planning Consultants, Insurance, Insurance-Long Term Care, Insurance-Senior Products, Insurance Consultants, Insurance Services, Financial Services, Estate Planning & Management
Products & Services
Jim Matthew is the Founder of United Marketing Services located in Chattanooga, Tennessee in 1980. Jim does seminar workshops for seniors in TN, AL & GA. He is a Chartered Senior Financial Planner and a Certified Elder Planning Specialist, graduate of Annuity University, IRA University, LTC Academy, member of the Professional Club of American Bankers, Life Underwriters Training Council of Business Insurance.
Betty Estes is a Chartered Senior Financial Planner and a Certified Elder Planning Specialist that has specialized in working with Seniors in the areas of retirement income planning, and asset preservation strategies since 1982. She has worked with hundreds of retired seniors and those entering retirement to structure plans that address the many issues that endanger their lifestyle. She has conducted Senior Financial Workshops throughout the area since 1999. She is licensed in 3 states: TN, GA & AL.
In association with Tax Accountants, Elder Law Attorneys and Community Foundations, she provides a network of specialized experts to utilize the latest individual customized Financial Estate Planning techniques. Designed to reduce financial risk, lower taxes, avoid probate, and wherever possible, protect clients assets from expensive nursing home costs.
Ms. Estes has received certificatiion in Annuity, IRA and Medicaid planning seminars.
Alternate Business Names
Betty Estes, CSFP, Certified Elder Planning Specialists, James Matthew, Jim Matthew, CSFP, United Marketing