4 Points Planning

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

10501 N Central Expy Ste 300, Dallas, Te...

Phone Number

(214) 390-9505

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About 4 Points Planning

4Points Planning is an independent financial services firm that specializes in retirement planning, investment strategies, insurance, and legacy planning. They aim to help individuals and families prepare for a comfortable retirement by developing customized strategies tailored to their unique needs and goals. The firm is committed to providing objective advice and ongoing support to build long-lasting relationships with clients. Their services are designed for those looking to navigate the complexities of retirement and financial planning.Explore more
4 Points Planning's Social MediaPopular Searches4 Points Planning4Points Planning4Points Planning LLC4pointsplanning.comFive Star Wealth ManagersSIC Code 62,628NAICS Code 52,523Show more

4 Points Planning Org Chart

PhoneEmail
TJ
United States flag for contact location.

Operations Specialist

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

4 Points Planning

<$5M
1-10
Private
-
2021
TJ
Timothy JordanOperations Specialist
<$5M
1-10
Private
-
2003
BH
Benjamin HoffmanDirector, Community Outreach
<$5M
1-10
Private
-
2005
JW
Jason WashoCertified Financial Planner & Professional
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
CG
Chris GibsonProgram Manager & Financial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

4 Points Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

4 Points Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 4 Points Planning.

4 Points Planning Tech Stack

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Frequently Asked Questions Regarding 4 Points Planning

What is 4 Points Planning's official website?
4 Points Planning's official website is www.4pointsplanning.com
What is 4 Points Planning's Revenue?
4 Points Planning's revenue is <$5 Million
What is 4 Points Planning's SIC code?
4 Points Planning's SIC: 62,628
What is 4 Points Planning's NAICS code?
4 Points Planning's NAICS: 52,523
How many employees does 4 Points Planning have?
4 Points Planning has 1-10 employees
What industry does 4 Points Planning belong to?
4 Points Planning is in the industry of: Finance, Securities Trading
What is 4 Points Planning competition?
4 Points Planning top competitors include: siprva.com, First National Advisors, Washo Financial, Murphy Wealth Management
What technology does 4 Points Planning use?
Some of the popular technologies that 4 Points Planning uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact 4 Points Planning?
4 Points Planning contact info: Phone number: (214) 390-9505 Website: www.4pointsplanning.com
What does 4 Points Planning do?

4Points Planning is an independent financial services firm that specializes in retirement planning, investment strategies, insurance, and legacy planning. They aim to help individuals and families prepare for a comfortable retirement by developing customized strategies tailored to their unique needs and goals. The firm is committed to providing obj... ective advice and ongoing support to build long-lasting relationships with clients. Their services are designed for those looking to navigate the complexities of retirement and financial planning.Read More

What are 4 Points Planning social media links?
4 Points Planning Linkedin page 4 Points Planning Facebook page
Is 4 Points Planning a public company?
4 Points Planning is private company therefore does not currently have an official ticker symbol
See more information about 4 Points Planning

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