Beekman Financial Planning
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
200 Park Ave Fl 17, New York, New York, ...Phone Number
(212) 729-9244Website
www.findoc1.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Beekman Financial Planning
Beekman Financial Planning LLC offers fee-based financial guidance and wealth management services tailored for executives, business owners, professionals, and retirees. The firm focuses on helping clients achieve their financial and retirement goals through comprehensive planning and low-cost, tax-efficient investments. With over 20 years of experience, Managing Member David Polevoy, CFP, leads the team in providing customized financial plans and discounted fees for clients with significant assets. Their services include retirement planning, education planning, asset protection, and estate planning, with a commitment to delivering superior service at an affordable price.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Beekman Financial Plannin...
<$5M
1-10
Private
-
1997
N/A
Company Profile Activity
Activity Insights
Beekman Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Beekman Financial Planning Tech Stack
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Beekman Financial Planning LLC offers fee-based financial guidance and wealth management services tailored for executives, business owners, professionals, and retirees. The firm focuses on helping clients achieve their financial and retirement goals through comprehensive planning and low-cost, tax-efficient investments. With over 20 years of experi... Read More
