BBB Business Review
This Business is not BBB accredited
NextStep Financial Planning, LLC
Phone: (203) 220-6216 Fax: (203) 416-6036 213 Algonquin Trl, Trumbull, CT 06611
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Next Step Financial Planning, LLC offers financial advisory services, including retirement planning, asset and investment management, and special needs planning.
This business is not BBB accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that lowered the rating for NextStep Financial Planning, LLC include:
- Length of time business has been operating
Factors that raised the rating for NextStep Financial Planning, LLC include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Bill Stadler, Member
Financial Planning Consultants Investment Advisory Service Retirement Planning Service Financial Services