BBB Accredited Business Profile

Financial Life Planning LLC

Financial Life Planning LLC

(856) 988-5480

Financial Life Planning LLC

9 years in business
10000 Lincoln Dr E Ste 201
Marlton, NJ 08053-3105
Fax Numbers
  • (908) 292-1040
Additional Email Addresses
BBB File Opened: 07/11/2013
Business Started: 04/01/2008
Business Incorporated: 04/01/2008 in NJ
Type of Entity
Limited Liability Company
Business Management
  • Mr. Edward C. Goldstein, Owner
Business Category
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance - Disability
  • Investment Management
  • Insurance - Employee Benefits
  • NAICS: Investment Advice

Service Area
We service the following area(s): Burlington County, NJ, Camden County, NJ, Philadelphia County, PA
Licensing, Bonding or Registration
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.
Methods of Payment
  • Check, Credit Card, Paypal
BBB accredited business



Financial Life Planning, LLC provides comprehensive suite of financial planning services, investment advisory and wealth management services to individuals, families and business owners.

Financial Life Planning, LLC is a Registered Investment Advisory firm based in Marlton, New Jersey working with clients in the Southern New Jersey and Philadelphia regions.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Financial Life Planning LLC

Financial Life Planning LLC


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