Epic Planning

Finance · West Virginia, United States · 11-50 Employees

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Overview

Headquarters

2809 Charles Town Rd, Martinsburg, West ...

Phone Number

(304) 702-6323

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
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ZI Rank
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About Epic Planning

Epic Planning, LLC specializes in creating retirement income strategies for individuals and families who are in or nearing retirement. The company aims to ensure that their clients' retirement income lasts throughout their lifetime. They offer personalized financial assessments and custom strategies to help clients achieve their unique retirement goals. Located in the Eastern Panhandle, Epic Planning, LLC also provides informational events on retirement income strategies and wealth management.Explore more
Epic Planning's Social MediaPopular Searchesepic planning LLCEpic PlanningEpic Planning IncEpic Planning CorpEpic LLCSIC Code 62,628NAICS Code 52,523Show more

Epic Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Epic Planning

<$5M
11-50
Private
<$5M
2015
AS
Alan ShawPresident
<$5M
1-10
Private
-
1996
LM
Leslie MediateVice President
<$5M
1-10
Private
-
2014
KM
Kimberly McCloskeyDirector, Operations
<$5M
1-10
Private
<$5M
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Epic Planning financials insights

Gather financial insights about Epic Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$35K

See All Epic Planning's Financials Insights

Epic Planning Tech Stack

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Frequently Asked Questions Regarding Epic Planning

What is Epic Planning's official website?
Epic Planning's official website is www.epicplanning.net
What is Epic Planning's Revenue?
Epic Planning's revenue is <$5 Million
What is Epic Planning's SIC code?
Epic Planning's SIC: 62,628
What is Epic Planning's NAICS code?
Epic Planning's NAICS: 52,523
How many employees does Epic Planning have?
Epic Planning has 11-50 employees
What industry does Epic Planning belong to?
Epic Planning is in the industry of: Finance, Insurance, Securities Trading
What is Epic Planning competition?
Epic Planning top competitors include: Max Snodgrass, Mediate Financial Services, Palante Wealth Advisors, Clients Excel Financial
What technology does Epic Planning use?
Some of the popular technologies that Epic Planning uses are: WordPress.org, Microsoft 365, GoDaddy DNS, Fastly
How do I contact Epic Planning?
Epic Planning contact info: Phone number: (304) 702-6323 Website: www.epicplanning.net
What does Epic Planning do?

Epic Planning, LLC specializes in creating retirement income strategies for individuals and families who are in or nearing retirement. The company aims to ensure that their clients' retirement income lasts throughout their lifetime. They offer personalized financial assessments and custom strategies to help clients achieve their unique retirement g... oals. Located in the Eastern Panhandle, Epic Planning, LLC also provides informational events on retirement income strategies and wealth management.Read More

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

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