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.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Share

          Find a Location

          The Wealth Guardians and Ray Financial Group has 2 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

            Please enter a valid location.

            Business ProfileThe Wealth Guardians and Ray Financial Group

            Financial Planning Consultants
            HeadquartersMulti Location Business
            BBB accredited business
            The Complaints and Reviews shown on this HQ profile may have been submitted against either the HQ itself or one of the corporate-owned locations found under "Find Locations".

            Contact Information

            3540 Clemmons Rd Ste 124

            Clemmons, NC 27012-9396

            Visit Website
            (336) 391-3409

            Business hours

            9:00 AM - 5:30 PM
            Business Hours
            9:00 AM - 5:30 PM
            9:00 AM - 5:30 PM
            9:00 AM - 5:30 PM
            9:00 AM - 5:30 PM
            9:00 AM - 1:00 PM
            Closed
            Closed

            Want a quote from this business?

            Get a Quote

            Customer Reviews

            5/5

            Average of 10 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            This business has 0 complaints

            File a Complaint

            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 5/8/2013

            Years in Business: 26

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            The Wealth Guardians specialize in retirement income planning with an emphasis on creating protected income and tactically managed money.  We assist in transitioning from asset accumulation to asset distribution in order to create retirement income.  We are able to identify Social Security optimization strategies and tax efficiencies to work in tandem with retirement income and protected by life and long term care insurance as appropriate.

            Products & Services

            Holistic financial planning focused on retirement income.

            Business Details

            This is a multi-location business.

            Find a Location

            The Wealth Guardians and Ray Financial Group has 2 locations, listed below.

            *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

              Please enter a valid location.
              Headquarters
              3540 Clemmons Rd Ste 124, Clemmons, NC 27012-9396
              BBB File Opened:
              4/12/2013
              Years in Business:
              26
              Business Started:
              1/1/1998
              Business Incorporated:
              2/2/2009
              Accredited Since:
              5/8/2013
              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 0016922734 for this business, issued by North Carolina Department of Insurance

              These agencies may include:

              North Carolina Department of Insurance

              325 N. Salisbury Street

              Raleigh NC 27603

              (855) 408-1212

              https://www.ncdoi.com/Default.aspx

              Type of Entity:
              Corporation
              Alternate Business Name
              • DSR Investments Management Corporation
              Hours of Operation

              Primary

              M:
              9:00 AM - 5:30 PM
              T:
              9:00 AM - 5:30 PM
              W:
              9:00 AM - 5:30 PM
              Th:
              9:00 AM - 5:30 PM
              F:
              9:00 AM - 1:00 PM
              Sa:
              Closed
              Su:
              Closed
              Business Management
              • Mr. Doug Ray, President
              Contact Information

              Principal

              • Mr. Doug Ray, President

              Customer Contact

              • Mr. Doug Ray, President
              Read More Business Details and See Alerts

              Customer Complaints

              0 Customer Complaints

              Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

              File a Complaint

              Customer Reviews

              10 Customer Reviews

              What do you think? Share your review.

              How BBB Processes Complaints and Reviews

              Start a Review

              Most Recent Customer Review

              Ted S

              08/07/2024

              My ******** discovered that I can retire now, thank you wealth guardians. I was planning on working for seven more years, but not now. We received great retirement planning, and have moved all of out ************ with the wealth guardians recommended plans. In addition we found that we do not have to change anything in our current life style and can retire the job and keep the paycheck.

              The Wealth Guardians and Ray Financial Group Response

              08/08/2024

              Thank you for the feedback. We're excited to have you as a client!Disclaimer: *** is a client of The Wealth Guardians and is not being compensated for sharing his opinion and experience with our firm. Any compensation creates a conflict of interest. ***'s comments may not be representative of any other person's experience with the firm.
              Read 9 More Customer Reviews

              Local BBB

              BBB® of Central and Northwest North Carolina

              More Info on Local BBB

              BBB Reports On

              BBB reports on known marketplace practices.

              See What BBB Reports On

              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. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

              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.