LifeLong Financial Corp Employee Directory

Financial ServicesPennsylvania, United States0-1 Employees

LifeLong Retirement Corp is dedicated to helping you safeguard your retirement nest egg through your lifetime and the generations that follow. What does that mean for you? It means we are there with you to lead you through your financial lifetime, from preparing for retirement, to accumulation, wealth transfer and beyond.

Our primary focus is to provide increasing lifelong income streams without subjecting your principle to market loss. We do this with the desired goal of achieving the most tax efficient solution while taking care of your beneficiaries in the event of early departure.

In order to help you secure the most income possible in retirement in the most tax efficient manner possible, we place a high priority on Social Security planning, offered through our sister site, SocalSecurityQueen.com. Obtaining a Social Security maximization strategy early on in the process is important so we can plan your retirement income sources with the goal of helping you pay less in taxes throughout your lifetime. These are benefits you have worked hard for. You've earned it, so why not design a strategy to extract the maximum benefit you're entitled to?

As a solution-oriented, independent firm, LifeLong Retirement Corp is able to choose products that are right for the client, not just those that are offered by a parent company. We are a boutique firm that has a high touch approach; we still consider the old fashioned principles of customer relations and service as rudimentary to our combined success.  We seek to provide guidance for our clients that span their lifetimes, from the accumulation phase, to the distribution phase through to wealth transfer.

* Advisory services offered through LifeLong Retirement Corp, a Registered Investment Adviser. *

Find LifeLong Financial Corp employees' phone numbers or email addresses

LifeLong Financial Corp Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

LifeLong Financial Corp's Leadership

  • Stylized image of a person
    M. F.
    Ceo, Certified Financial Planner Professional And Certified Tax Specialist™
    Phone icon
  • Stylized image of a person
    A. C.
    Treasurer
    Phone icon
  • Stylized image of a person
    C. B.
    Treasurer
    Phone icon

LifeLong Financial Corp Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from LifeLong Financial Corp

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. F.
    Ceo, Certified Financial Planner Professional And Certified Tax Specialist™
    Phone icon
    United StatesPennsylvania
    Jan 28, 2026
  • Stylized image of a person
    A. C.
    Treasurer
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    C. B.
    Treasurer
    Phone icon
    UNITED STATES
    Oct 23, 2024

Frequently Asked Questions

What is LifeLong Financial Corp known for?

Minus sign iconPlus sign icon
LifeLong Financial Corp was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 29 Bridlewood Drive New Hope, Pennsylvania 18938 United States; you can contact the main corporate office by phone at . Explore LifeLong Financial Corp's company overview page for more information.

What is LifeLong Financial Corp's most common email format?

Minus sign iconPlus sign icon
LifeLong Financial Corp employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifeLong Financial Corp email formats with LeadIQ.

How many employees does LifeLong Financial Corp have currently?

Minus sign iconPlus sign icon
LifeLong Financial Corp has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are LifeLong Financial Corp's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, LifeLong Financial Corp's key employees include:

  • Ceo, Certified Financial Planner Professional And Certified Tax Specialist™: M. F.
  • Treasurer: A. C.
  • Treasurer: C. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.