Elser Financial Planning

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

8900 Keystone Xing Ste 450, Indianapolis...

Phone Number

(317) 731-5615

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Elser Financial Planning

Elser Financial Planning is a fee-only financial advisor based in Indianapolis, IN, specializing in comprehensive wealth management and retirement planning for individuals and organizations. They provide tailored investment management, estate planning, and charitable planning services, ensuring clients receive diligent guidance throughout various life stages. The firm focuses on creating customized financial plans that align with clients' specific goals and risk tolerances. With a commitment to fiduciary responsibility, Elser Financial Planning aims to empower clients to navigate their financial journeys confidently.Explore more
Popular SearchesElser Financial Planning IncElser Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Elser Financial Planning Org Chart

PhoneEmail
Susan Elser, President at Elser Financial Planning
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elser Financial Planning

<$5M
11-50
Private
-
2007
Susan Elser, President at Elser Financial Planning
Susan ElserPresident
<$5M
11-50
Private
-
1998
CD
Christopher DorsettCertified Financial Planner
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
1986
KF
Kevin FuscoVice President
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
<$5M
1-10
Private
-
-
MC
Michael CalzolanoManaging Member and Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Elser Financial Planning Tech Stack

A closer look at the technologies used by Elser Financial Planning

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Frequently Asked Questions Regarding Elser Financial Planning

What is Elser Financial Planning's official website?
Elser Financial Planning's official website is www.elserfp.com
What is Elser Financial Planning's Revenue?
Elser Financial Planning's revenue is <$5 Million
What is Elser Financial Planning's SIC code?
Elser Financial Planning's SIC: 62,628
What is Elser Financial Planning's NAICS code?
Elser Financial Planning's NAICS: 52,523
How many employees does Elser Financial Planning have?
Elser Financial Planning has 11-50 employees
What industry does Elser Financial Planning belong to?
Elser Financial Planning is in the industry of: Finance, Securities Trading
What is Elser Financial Planning competition?
Elser Financial Planning top competitors include: Copper Canyon Wealth Management, Fusco Financial Associates, Vertex Capital Advisors, Seamount Financial Group
What technology does Elser Financial Planning use?
Some of the popular technologies that Elser Financial Planning uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Elser Financial Planning?
Elser Financial Planning contact info: Phone number: (317) 731-5615 Website: www.elserfp.com
What does Elser Financial Planning do?

Elser Financial Planning is a fee-only financial advisor based in Indianapolis, IN, specializing in comprehensive wealth management and retirement planning for individuals and organizations. They provide tailored investment management, estate planning, and charitable planning services, ensuring clients receive diligent guidance throughout various l... ife stages. The firm focuses on creating customized financial plans that align with clients' specific goals and risk tolerances. With a commitment to fiduciary responsibility, Elser Financial Planning aims to empower clients to navigate their financial journeys confidently.Read More

Is Elser Financial Planning a public company?
Elser Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Elser Financial Planning

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