At-a-glance
Overview
Independent Financial Planner for Individuals, Families and Business Owners
Retirement Income & Healthcare Planning
Wills, Gifting, Legacy and Estate Tax Planning
Executive & Employee Benefits
Business Continuation and Succession Planning
Social Security Maximization
College Financial Planning
Investment Portfolio Management
Products & Services
Business Details
- Location of This Business
- Short Hills, NJ 07078
- BBB File Opened:
- 10/17/2014
- Years in Business:
- 9
- Business Started:
- 8/28/2014
- Business Incorporated:
- 8/28/2014
- Accredited Since:
- 10/28/2014
- 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 1299462 for this business, issued by State Department of Banking & Insurance
These agencies may include:
State Department of Banking & Insurance
20 West State Street, CN-040
Trenton NJ 08625
http://www.state.nj.us/dobi/index.html
BBB records show a license number of 1589969 for this business, issued by State Department of Banking & InsuranceThese agencies may include:
State Department of Banking & Insurance
20 West State Street, CN-040
Trenton NJ 08625
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- Advanced Executive Benefits
- Advanced Employee Benefits
- Advanced Association Benefits
- Business Management
- Mr. Mark MacDonald, President
- Contact Information
Principal
- Mr. Mark MacDonald, President
Customer Contact
- Mr. Mark MacDonald, President
- Additional Contact Information
Fax Numbers
- (206) 888-2219Primary Fax
Email Addresses
- Primary
- (206) 888-2219
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 ComplaintBBB 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.