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Next Level Planning

Finance · Melville, New York

FinancialFinance
Melville, New York, United States14 employees$609,000 revenue
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Products & Services

FinancialFinanceFinancial Services

About Next Level Planning

This profile covers Next Level Planning, a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Melville, New York, United States, operating in Financial Services and employing 11-20 people.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Next Level Planning is one of 231,744 Financial companies listed in New York.

Business Contact Information

Phone
+1 (516) 3583720
Address
395 N Service Rd, Melville, New York, 11747, 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
14 (11-20)
Annual Revenue
$609,000 ($0M-$1M)

Next Level Planning: frequently asked questions

What does Next Level Planning do?

This profile covers Next Level Planning, a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Melville, New York, United States, operating in Financial Services and employing 11-20 people.

Where is Next Level Planning located?

Next Level Planning is headquartered at 395 N Service Rd, Melville, New York, 11747, United States.

How many employees does Next Level Planning have?

Next Level Planning has about 14 employees (the 11-20 range).

What is Next Level Planning's annual revenue?

Next Level Planning's annual revenue is estimated at $609,000 (the $0M-$1M range).

What industry is Next Level Planning in?

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

How can I contact Next Level Planning?

Its website is nextlevelplanning.org and its phone number is +1 (516) 3583720.

Largest companies in New York

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Manufacturing sales in New York, 2026

In New York, Factur's 2026 study counted 53 manufacturing quotes worth $5M and 8 purchase orders over 12 months: 15% of quotes became orders, against 21% nationally. See the New York data.

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