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Financial Plan

Finance

FinancialFinance
United States16 employees$3.2M revenue
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Products & Services

FinancialFinanceFinancial Services

About Financial Plan

" A DREAM written down with a DATE becomes a GOAL. A goal broken down into STEPS becomes a PLAN. A plan backed by ACTION makes your dreams come TRUE" Greg S.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice).

Business Contact Information

Address
United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
16 (11-20)
Annual Revenue
$3.2M ($1M-$5M)

Financial Plan: frequently asked questions

What does Financial Plan do?

" A DREAM written down with a DATE becomes a GOAL. A goal broken down into STEPS becomes a PLAN. A plan backed by ACTION makes your dreams come TRUE" Greg S.

How many employees does Financial Plan have?

Financial Plan has about 16 employees (the 11-20 range).

What is Financial Plan's annual revenue?

Financial Plan's annual revenue is estimated at $3.2M (the $1M-$5M range).

What industry is Financial Plan in?

Financial Plan is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Financial Plan?

Its website is financialplanguy.com.

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