Contour Financial Planning

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

PO Box 633, Grand Island, New York, 1407...

Phone Number

(716) 404-9119

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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1

About Contour Financial Planning

Contour Financial Planning, LLC, is a financial planning and advisory firm near Buffalo, New York. Steven L. Morgan, CFP®, Principal of the firm, provides fee-only financial planning and advice for everyday life, tailored to fit the needs of individuals, families and business owners. When your life savings are at stake, you need a source of advice you can trust. You need a financial advisor who is not swayed by third-party considerations. You need advice that is in your best interest -- not in the best interest of your advisor. You need an advisor who won't turn you away because your investable assets are "too small. In fact, at Contour Financial Planning, there are no account minimums to meet to become a client. We understand that people are seeking unbiased advice and guidance in making their own financial decisions. In order to maintain the highest level of independence, flexibility and objectivity when creating these strategies, our firm has made a commitment to not sell products.Read more
Contour Financial Planning's Social MediaPopular SearchesContour Financial Planning LLCFinancial Planning LLCContour Financial PlanningMasonic Lodge #3 of Laramie WyomingSIC Code 62,628NAICS Code 52,523Show more

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Type

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Founded In

Top Executive

Contour Financial Plannin...

<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
-
GS
Garrett SmithAssociate Planner, MyRemoteFA
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2018
MR
Marge RandFounder & Financial Advisor
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2009
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<$5M
1-10
Private
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-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Contour Financial Planning Tech Stack

A closer look at the technologies used by Contour Financial Planning

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Frequently Asked Questions Regarding Contour Financial Planning

What is Contour Financial Planning's official website?
Contour Financial Planning's official website is www.contourfp.com
What is Contour Financial Planning's Revenue?
Contour Financial Planning's revenue is <$5 Million
What is Contour Financial Planning's SIC code?
Contour Financial Planning's SIC: 62,628
What is Contour Financial Planning's NAICS code?
Contour Financial Planning's NAICS: 52,523
How many employees does Contour Financial Planning have?
Contour Financial Planning has 1-10 employees
What industry does Contour Financial Planning belong to?
Contour Financial Planning is in the industry of: Finance, Securities Trading
What is Contour Financial Planning competition?
Contour Financial Planning top competitors include: Highsmith Financial Planning, Rand Financial Planning, Lodestar Financial Planning, GenXFinancial
What technology does Contour Financial Planning use?
Some of the popular technologies that Contour Financial Planning uses are: GoDaddy DNS, GoDaddy Web Hosting, GoDaddy Email Hosting
How do I contact Contour Financial Planning?
Contour Financial Planning contact info: Phone number: (716) 404-9119 Website: www.contourfp.com
What does Contour Financial Planning do?

Contour Financial Planning, LLC, is a financial planning and advisory firm near Buffalo, New York. Steven L. Morgan, CFP®, Principal of the firm, provides fee-only financial planning and advice for everyday life, tailored to fit the needs of individuals, families and business owners. When your life savings are at stake, you need a source of advice... you can trust. You need a financial advisor who is not swayed by third-party considerations. You need advice that is in your best interest -- not in the best interest of your advisor. You need an advisor who won't turn you away because your investable assets are "too small. In fact, at Contour Financial Planning, there are no account minimums to meet to become a client. We understand that people are seeking unbiased advice and guidance in making their own financial decisions. In order to maintain the highest level of independence, flexibility and objectivity when creating these strategies, our firm has made a commitment to not sell products. In addition, as an hourly planning firm, clients have the flexibility to obtain just as little -- or as much -- financial planning and advice as they need. We can prepare a complete financial plan, or focus only on those issues that concern you at the present time. Our hourly-fee structure puts quality financial planning within the reach of people from all walks of life. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Contour Financial Planning can help you develop a plan, tailored to fit your needs.Read More

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

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