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Products & Services
About Plan First Wealth LLC
Discover cross-border wealth management tailored to your personal goals, lifestyle, and future plans. Take the next step with confidence. This profile covers Plan First Wealth LLC, a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Greenwich, Connecticut, United States.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Plan First Wealth LLC is one of 48,352 Financial companies listed in Connecticut.
Business Contact Information
- Phone
- +1 (646) 2014865
- Website
- planfirstwealth.com
- facebook.com/planfirstwealth
- Address
- 500 W Putnam Ave, Greenwich, Connecticut, 6830, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial 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
- 6 (6-10)
- Annual Revenue
- $4.9M ($1M-$5M)
Plan First Wealth LLC: frequently asked questions
What does Plan First Wealth LLC do?
Discover cross-border wealth management tailored to your personal goals, lifestyle, and future plans. Take the next step with confidence.
Where is Plan First Wealth LLC located?
Plan First Wealth LLC is headquartered at 500 W Putnam Ave, Greenwich, Connecticut, 6830, United States.
How many employees does Plan First Wealth LLC have?
Plan First Wealth LLC has about 6 employees (the 6-10 range).
What is Plan First Wealth LLC's annual revenue?
Plan First Wealth LLC's annual revenue is estimated at $4.9M (the $1M-$5M range).
What industry is Plan First Wealth LLC in?
Plan First Wealth LLC is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Plan First Wealth LLC?
Its website is planfirstwealth.com and its phone number is +1 (646) 2014865.
What companies are similar to Plan First Wealth LLC?
Other large financial companies in Connecticut include The Cigna Group, Aetna Inc, The Hartford Financial Services Group Inc and Booking Holdings.
Largest financial companies in Connecticut
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