Capital Planning Systems

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

1190 E Canvasback Dr 1190, Terre Haute, ...

Phone Number

(812) 299-8900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Capital Planning Systems

Capital Planning Systems, Inc. specializes in providing personalized financial planning services to individuals and families in the Midwest. With over 25 years of experience, they focus on helping clients achieve their financial goals through tailored strategies in areas such as retirement, investment, estate planning, insurance, and tax management. Their team of certified financial planners is dedicated to guiding clients through the complexities of financial decision-making, ensuring clarity and confidence in their financial paths. The company aims to empower clients by addressing their current needs while planning for long-term success.Explore more
Capital Planning Systems's Social MediaPopular SearchesCapital Planning Systems Inccapitalplanningsystems.comCapital Planning System IncCapital Growth Systems IncCapital PlanningSIC Code 62,628NAICS Code 52,523Show more

Capital Planning Systems Org Chart

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CG
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Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Planning Systems

<$5M
1-10
Private
-
1987
CG
Clint GriffinManager, Operations
<$5M
11-50
Private
<$5M
2017
GS
Gregory SnyderPortfolio Manager
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
1984
KD
Kevin DillonSenior Vice President
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
2006
MP
Michael PhillipsCertified Financial Planner
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Capital Planning Systems Tech Stack

A closer look at the technologies used by Capital Planning Systems

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Frequently Asked Questions Regarding Capital Planning Systems

What is Capital Planning Systems's official website?
Capital Planning Systems's official website is www.capitalplanningsystems.com
What is Capital Planning Systems's Revenue?
Capital Planning Systems's revenue is <$5 Million
What is Capital Planning Systems's SIC code?
Capital Planning Systems's SIC: 62,628
What is Capital Planning Systems's NAICS code?
Capital Planning Systems's NAICS: 52,523
How many employees does Capital Planning Systems have?
Capital Planning Systems has 1-10 employees
What industry does Capital Planning Systems belong to?
Capital Planning Systems is in the industry of: Finance, Securities Trading
What is Capital Planning Systems competition?
Capital Planning Systems top competitors include: Life Values Financial, Uncommon Cents Investing, Anchor Wealth Management Group, Bagby Wealth Management
What technology does Capital Planning Systems use?
Some of the popular technologies that Capital Planning Systems uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Capital Planning Systems?
Capital Planning Systems contact info: Phone number: (812) 299-8900 Website: www.capitalplanningsystems.com
What does Capital Planning Systems do?

Capital Planning Systems, Inc. specializes in providing personalized financial planning services to individuals and families in the Midwest. With over 25 years of experience, they focus on helping clients achieve their financial goals through tailored strategies in areas such as retirement, investment, estate planning, insurance, and tax management... . Their team of certified financial planners is dedicated to guiding clients through the complexities of financial decision-making, ensuring clarity and confidence in their financial paths. The company aims to empower clients by addressing their current needs while planning for long-term success.Read More

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

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