Essential Planning

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

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Overview

Headquarters

500 Market St Unit 1D, Portsmouth, New H...

Phone Number

(603) 427-5164

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Essential Planning

Essential Planning, LLC is a financial advisory firm that offers personalized services in retirement planning, estate management, investment strategies, insurance, and tax planning. The company aims to create ideal futures for its clients, community, and team through responsive and trustworthy service. Their target clients include individuals seeking guidance in financial planning and investment management. Essential Planning also provides educational resources, workshops, and seminars to enhance financial literacy.Explore more
Essential Planning's Social MediaPopular SearchesEssential Planning LLCEssential PlanningEssential Planning IncAndrew Lord CoEssential Planning and Design Group LLCSIC Code 62,628NAICS Code 52,523Show more

Essential Planning Org Chart

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LM
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Director, Operations

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AB
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Operations Coordinator

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Essential Planning

<$5M
1-10
Private
-
2009
LM
Lauren MacMasterDirector, Operations
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
<$5M
1989
VP
Virginia PerezDirector, Financial Reporting
<$5M
1-10
Private
<$5M
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Essential Planning Tech Stack

A closer look at the technologies used by Essential Planning

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Frequently Asked Questions Regarding Essential Planning

What is Essential Planning's official website?
Essential Planning's official website is www.essential-planning.com
What is Essential Planning's Revenue?
Essential Planning's revenue is <$5 Million
What is Essential Planning's SIC code?
Essential Planning's SIC: 62,628
What is Essential Planning's NAICS code?
Essential Planning's NAICS: 52,523
How many employees does Essential Planning have?
Essential Planning has 1-10 employees
What industry does Essential Planning belong to?
Essential Planning is in the industry of: Finance, Securities Trading
What is Essential Planning competition?
Essential Planning top competitors include: The Hannon Financial Group, Interactive Data Managed Solutions, Senior Advisors, Herrmann Financial Group
What technology does Essential Planning use?
Some of the popular technologies that Essential Planning uses are: Cloudflare Website Optimization, Proofpoint, Fidelity, Microsoft 365
How do I contact Essential Planning?
Essential Planning contact info: Phone number: (603) 427-5164 Website: www.essential-planning.com
What does Essential Planning do?

Essential Planning, LLC is a financial advisory firm that offers personalized services in retirement planning, estate management, investment strategies, insurance, and tax planning. The company aims to create ideal futures for its clients, community, and team through responsive and trustworthy service. Their target clients include individuals seeki... ng guidance in financial planning and investment management. Essential Planning also provides educational resources, workshops, and seminars to enhance financial literacy.Read More

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

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