Find prospects like Planning
Get a list of similar companies, matched by industry, size and location, ready for outreach.
Free sample of 25 companies by email within one business day. No spam: we only use your email for this request.
Products & Services
About Planning
Planning is listed as a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Mansfield, Massachusetts, United States, operating in Financial Services and employing 11-20 people.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Planning is one of 58,473 Financial companies listed in Massachusetts.
Business Contact Information
- Phone
- +1 (401) 4328805
- Website
- planningforgood.net
- facebook.com/karenmelocfp
- Address
- 20 Cabot Blvd, Mansfield, Massachusetts, 2048, 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
- 20 (11-20)
- Annual Revenue
- $4.5M ($1M-$5M)
Planning: frequently asked questions
What does Planning do?
Planning is listed as a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Mansfield, Massachusetts, United States, operating in Financial Services and employing 11-20 people.
Where is Planning located?
Planning is headquartered at 20 Cabot Blvd, Mansfield, Massachusetts, 2048, United States.
How many employees does Planning have?
Planning has about 20 employees (the 11-20 range).
What is Planning's annual revenue?
Planning's annual revenue is estimated at $4.5M (the $1M-$5M range).
What industry is Planning in?
Planning is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Planning?
Its website is planningforgood.net and its phone number is +1 (401) 4328805.
What companies are similar to Planning?
Other large financial companies in Massachusetts include Santander, Liberty Mutual Insurance Co, Fmr LLC and Massachusetts Mutual Life Insurance Co.
Largest financial companies in Massachusetts
Largest financial companies
Manufacturing sales in Massachusetts, 2026
In Massachusetts, Factur's 2026 study counted 32 manufacturing quotes worth $961K and 7 purchase orders over 12 months: 22% of quotes became orders, against 21% nationally. See the Massachusetts data.
Own this business?
Keep your profile accurate — or ask us to take it down. We acknowledge requests within 7 days and resolve them within 30 days.
Prefer email? privacy@facturmfg.com
Add this badge to your website — show visitors you're listed on Factur Data.