Capital Planners

Q: What is Capital Planners's official website?

Capital Planners's official website is www.capitalplanners.com

Q: What is Capital Planners's Revenue?

Capital Planners's revenue is <$5 Million

Q: What is Capital Planners's NAICS code?

Capital Planners's NAICS: 52,523

Q: How many employees does Capital Planners have?

Capital Planners has 11-50 employees

Q: What industry does Capital Planners belong to?

Capital Planners is in the industry of: Finance , Insurance , Securities Trading

Q: What is Capital Planners competition?

Capital Planners top competitors include: Alliance Wealth Advisors , Merlin Insurance & Financial Services , Dowd Financial Group , Managed Wealth Strategies

Q: What technology does Capital Planners use?

Some of the popular technologies that Capital Planners uses are: F5 Silverline DDoS Protection, Amazon Web Hosting, Network Solutions Web Hosting

Q: How do I contact Capital Planners?

Capital Planners contact info: Phone number: (216) 360-7400 Website: www.capitalplanners.com

Q: What does Capital Planners do?

Lifetime Financial Growth specializes in financial advisory and wealth management services, focusing on personalized financial and insurance solutions tailored to individual client needs. Their team of skilled professionals aims to enhance clients' financial knowledge and assist in creating effective financial plans. They cater to a diverse cliente... le, including medical professionals and business owners, and emphasize building long-term relationships to help clients achieve their financial goals. The company also offers proprietary tools like The Living Balance Sheet to provide real-time financial feedback and strategies. Read More

Q: What are Capital Planners social media links?

Capital Planners Linkedin page Capital Planners Twitter page Capital Planners Facebook page

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

24500 Chagrin Blvd Fl 2, Beachwood, Ohio...

Phone Number

(216) 360-7400

Website

www.capitalplanners.com

Revenue

<$5 Million

Industry

Finance

Insurance

Securities Trading

About Capital Planners

Lifetime Financial Growth specializes in financial advisory and wealth management services, focusing on personalized financial and insurance solutions tailored to individual client needs. Their team of skilled professionals aims to enhance clients' financial knowledge and assist in creating effective financial plans. They cater to a diverse clientele, including medical professionals and business owners, and emphasize building long-term relationships to help clients achieve their financial goals. The company also offers proprietary tools like The Living Balance Sheet to provide real-time financial feedback and strategies.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Capital Planners Org Chart

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Jonathan Douglas

Financial Advisor & Managing Director

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Patrick Manning

Financial Representative

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Financial Representative

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Financial Representative

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Financial Representative

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Registered Representative and Financial Advis...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Planners

<$5M

11-50

Private

1988

Jonathan DouglasFinancial Advisor & Managing Director

Dowd Financial Group

$7.6M

11-50

Private

2002

Diane TinneyGeneral Manager

Alliance Wealth Advisors

$5M

11-50

Private

2012

Scott HurwitzPresident

Merlin Insurance & Financ...

<$5M

51-200

Private

N/A

Managed Wealth Strategies

<$5M

1-10

Private

2006

William FayBilling Controller

Perpetual Lifestyle Plann...

<$5M

1-10

Private

2015

Jodi GambiniFinancial Planning Specialist

Middleburg Wealth Managem...

<$5M

1-10

Private

2010

Kathy GarrisonChief Financial Officer & Manager, Business

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Capital Planners Tech Stack

A closer look at the technologies used by Capital Planners

F5 Silverline DDoS Protection

Amazon Web Hosting

Amazon Web Services

Network Solutions Web Hosting

Network Solutions

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Top Finance Companies

Frequently Asked Questions Regarding Capital Planners

What is Capital Planners's official website?

Capital Planners's official website is www.capitalplanners.com

What is Capital Planners's Revenue?

Capital Planners's revenue is <$5 Million

What is Capital Planners's SIC code?

Capital Planners's SIC: 62,628

What is Capital Planners's NAICS code?

Capital Planners's NAICS: 52,523

How many employees does Capital Planners have?

Capital Planners has 11-50 employees

What industry does Capital Planners belong to?

Capital Planners is in the industry of: Finance, Insurance, Securities Trading

What is Capital Planners competition?

Capital Planners top competitors include: Alliance Wealth Advisors, Merlin Insurance & Financial Services, Dowd Financial Group, Managed Wealth Strategies

What technology does Capital Planners use?

Some of the popular technologies that Capital Planners uses are: F5 Silverline DDoS Protection, Amazon Web Hosting, Network Solutions Web Hosting

How do I contact Capital Planners?

Capital Planners contact info: Phone number: (216) 360-7400 Website: www.capitalplanners.com

What does Capital Planners do?

What are Capital Planners social media links?

Capital Planners Linkedin page Capital Planners Twitter page Capital Planners Facebook page

Is Capital Planners a public company?

Capital Planners is private company therefore does not currently have an official ticker symbol

See more information about Capital Planners

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