About
Overview
EB Financial Planning
44 Moore Ave
Dumont, NJ 07628-2126
BBB Accredited Since: 6/23/2015
Years in Business: 21
Payment methods:
Check, Visa & Mastercard (No cash)
BBB Accreditation & Rating
About This Business
FIDUCIARY FEE BASED ONLY INDEPENDANT PRACTICE (We Accept No Commissions). Executive Business Financial Planning, LLC (EBFP) offers financial planning and asset management services. . Expertise in lifestyle continuation and predictable income streams during retirement and Employee Stock Option Collar Planning.
In order to provide services for all EBFP offers 3 tiers of account services.
Private Client Group - $50,000 minimum
Commonwealth $49,999 to $5,000
Deacon Missions (Pro Bono) less than $4,999.
Products and Services
*Private Client Fiduciary Asset Management and Financial Planning.
*Environmental, Social and Religious Governance Portfolios
*Employee Stock Option Planning (ESOP): Risk & tax management services
*Company Retirement Plan Investment Advisory: Assists in establishing and managing Company Sponsored Retirement Plan Assets.
Photos and Videos
Business Details
- Local BBB:
- BBB Serving New Jersey
- BBB File Opened:
- 4/14/2015
- Business Started:
- 2/5/2004
- Business Incorporated:
- 2/5/2004
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Executive Business Financial Planning, LLC
- Business Management:
- Mr. Ralph Condis, President
Additional Contact Information
- Principal Contacts
- Mr. Ralph Condis, President
- Customer Contacts
- Mr. Ralph Condis, President
- Additional Phone Numbers
- Other Phone: (201) 370-0863
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: Email this Business
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 132861 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1735 K St
Washington DC 20006
BBB records show a license number of 3014217 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1735 K St
Washington DC 20006
Additional Information
- Refund and Exchange Policy
SATISFACTION PLEDGE
If for any reason you are not completely satisfied with our Investment Advisory Asset Management Wrap Fee Service,
EBFP will waive 100% of your subsequent Quarterly Fee.
- Business Categories
- Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services
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