Services we offer
Financial planing.
Reviews
2.01 Reviews
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Jodi M.
Dec 2010
Financial Planning
I had an insurance policy with BDT & Associates listed as the insurance agent. I needed to make changes to my policy so I called and made an appointment with the property casualty and securities specialist. The day of the appointment I was on my way there when I received a phone call from him saying the VP of Operations & Compliance did not approve the meeting and that he could not meet with clients without her approval. I was not welcome in the office although I had insurance policies and IRAs through this firm. When I tried to cancel my policies and pull my money from the accounts it was difficult because they failed to assist me.
Licensing
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
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FAQ
BDT & Associates Inc is currently rated 2.0 overall out of 5.
No, BDT & Associates Inc does not offer free project estimates.
No, BDT & Associates Inc does not offer eco-friendly accreditations.
No, BDT & Associates Inc does not offer a senior discount.
No, BDT & Associates Inc does not offer emergency services.
No, BDT & Associates Inc does not offer warranties.
BDT & Associates Inc offers the following services: Financial planing.