Dresner Financial Planning
Finance · New York, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
2359 Salisbury Rd, Westbury, New York, 1...Phone Number
(888) 200-9670Website
www.clergyplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Dresner Financial Planning
Dresner Financial Planning specializes in advising and being an advocate for Clergy and their family in all financially related issues. As a tax preparer and an independent Registered Investment Advisor, Dresner Financial Planning gives objective, specialized advice to members of the Clergy in all financial matters including tax preparation, professional portfolio management, risk management and compensation negotiation. Members of the Clergy face unique tax rules that provide both advantages and potentially costly pitfalls. Dresner Financial Planning can ensure that you take full advantage of all available planning opportunities. Not sure if you need our services? Ask yourself these questions or contact Dresner Financial Planning at (888) 200-9670.Explore more
Popular SearchesDresner Financial PlanningSIC Code 62,628NAICS Code 52,523Show more
Dresner Financial Planning Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Dresner Financial Planning your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if Dresner Financial Planning is spiking on competitors!
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Dresner Financial Planning
Earning: See what the market has to say on Dresner Financial Planning recently announced quarterly report
Funding: Get notified immidiatlly once Dresner Financial Planning has new funding data
Check if Dresner Financial Planning has recently received funding, and reach out quickly before it becomes old news!
Dresner Financial Planning, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Dresner Financial Planning had a recent Job posting/layoffs
Product Launch: Get notified when Dresner Financial Planning launches new products
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Dresner Financial Planning
Compare insights from companies similar to Dresner Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Dresner Financial Planning Tech Stack
A closer look at the technologies used by Dresner Financial Planning
See more technologies
Top Finance Companies
Frequently Asked Questions Regarding Dresner Financial Planning
Sign Up For FreeTo access detailed company insights
Dresner Financial Planning specializes in advising and being an advocate for Clergy and their family in all financially related issues. As a tax preparer and an independent Registered Investment Advisor, Dresner Financial Planning gives objective, specialized advice to members of the Clergy in all financial matters including tax preparation, profes... Read More
