BBB Accredited Business Profile

Safe Money Resource

Safe Money Resource

(800) 790-7791

Safe Money Resource

12 years in business
105 Evesboro Medford Rd Ste I
Marlton, NJ 08053-3865
Fax Numbers
  • (856) 433-8180
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 11/05/2007
Business Started: 10/01/2005
Business Started Locally: 05/01/2009
Business Incorporated: 05/01/2009 in NJ
Type of Entity
Business Management
  • Mr. Brent Meyer, President/Owner
Business Category
  • Financial Services
  • Retirement Planning Services

Products & Services
Annuities, Life Insurance, Long-Term Care Insurance, Fixed Annuities, Life Insurance, Fixed Index Annuities
Service Area
We service the following area(s): New Jersey
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.
BBB accredited business



Given the economic turmoil around the world, consumers are more inclined to search for information on safe money alternatives to banks, mutual funds, Cd's etc. Furthermore, independent financial professionals need the kind of training and back-up support Safe Money Resource can provide. 

We are the Safe Money Resource for the consumer and the independent financial services professional; looking out for the best interest of their clients. Integrity, Relationships, Knowledge and Respect define our business as well as the advisors in our network. Safe Money Resource was established for both the financial service professional and the senior and baby boomer communities. We are in business to give you the resources you need to ensure your financial security. 

Clients are seeking qualified and trusted advice, and Advisors are looking for qualified clients. We have created for people to empower themselves with knowledge and understand what is available to them. We are here to help seniors and baby boomers find the trusted and qualified advice they deserve through our network of financial experts. We only work with the best and most qualified advisors in the financial services industry. 

Let us help you make smarter decisions with your hard earned retirement dollars. 
"Your Retirement Simplified" TM

BBB Reason for Ratings

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

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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 one year 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.

Safe Money Resource

Safe Money Resource


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