Center for Financial Planning
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
24800 Denso Dr Ste 300, Southfield, Mich...Phone Number
(248) 948-7900Website
www.centerfinplan.comRevenue
$6.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Center for Financial Planning
Center for Financial Planning specializes in planning-focused wealth management, assisting individuals and families in preparing for retirement through comprehensive financial planning and investment guidance. They employ a team-based approach to support clients in making long-term decisions and navigating life transitions. Their services cater to a diverse clientele, including those with emerging wealth and high net worth, as well as offering longevity planning and investment management. The company is committed to community involvement and provides various resources, including webinars and financial planning tools.Explore more
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2020
Debt
$350K
Center for Financial Planning Tech Stack
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Center for Financial Planning News & Media
CFP Board Center for Financial Planning Recognizes 2022 Sponsors for Academic Research Colloquium
WASHINGTON, Oct. 13, 2022 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center") today announced the sponsors for the sixth annual Academic Research Colloquium ("Colloquium") for financial planning and related disciplines. The Colloquium will be held in person at the...CFP Board Center for Financial Planning Hosts 2022 Academic Research Colloquium for Financial Planning
WASHINGTON, Sept. 27, 2022 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center") today announced that the sixth annual Academic Research Colloquium ("Colloquium") for financial planning and related disciplines will be held in person at the Conrad Washington, DC, on...CFP Board Center for Financial Planning Appoints Matt Goren as Director of Knowledge for Practice
The CFP Board Center for Financial Planning announced today that it has named psychologist and financial educator Matt Goren, Ph.D., CFP®... Read More The post CFP Board Center for Financial Planning Appoints Matt Goren as Director of Knowledge for Practice appeared first on citybiz.Center for Financial Planning, Inc. Announces Multiple Award Recipients, Including Top Women
Recognized as Best Place to Work, this Detroit-area wealth management firm boasts top female leaders on their team
Read more news
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Center for Financial Planning specializes in planning-focused wealth management, assisting individuals and families in preparing for retirement through comprehensive financial planning and investment guidance. They employ a team-based approach to support clients in making long-term decisions and navigating life transitions. Their services cater to... Read More
