eState Planning Foundation

Law Firms & Legal Services · Arizona, United States · 11-50 Employees

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Overview

Headquarters

2990 E Northern Ave Ste D106, Phoenix, A...

Phone Number

(888) 316-6040

Revenue

<$5 Million

Industry

Law Firms & Legal Services
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1

About eState Planning Foundation

CSI Financial Group specializes in modern estate planning, probate, and trusts, offering services designed to simplify the process for everyday Americans. Their team, with over 250 years of combined experience, utilizes technology to provide cost-effective solutions while empowering clients to control their legacies. They emphasize a community-minded approach, directing a portion of their proceeds to educational scholarships. The company aims to create accessible estate planning resources and workshops to educate and enlighten clients.Explore more
eState Planning Foundation's Social MediaPopular SearcheseState Planning FoundationCSI Financial GroupSIC Code 81,811NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

eState Planning Foundatio...

<$5M
11-50
Private
-
-
N/A
$15.8M
11-50
Private
-
1981
NJ
Nancy Jastatt-JuergensChief Operating Officer
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
1982
N/A
<$5M
11-50
Private
-
1967
TH
Teresa HowardChief Operating Officer
<$5M
1-10
Private
<$5M
2009
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eState Planning Foundation Tech Stack

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Frequently Asked Questions Regarding eState Planning Foundation

What is eState Planning Foundation's official website?
eState Planning Foundation's official website is www.estateplantm.com
What is eState Planning Foundation's Revenue?
eState Planning Foundation's revenue is <$5 Million
What is eState Planning Foundation's SIC code?
eState Planning Foundation's SIC: 81,811
What is eState Planning Foundation's NAICS code?
eState Planning Foundation's NAICS: 54,541
How many employees does eState Planning Foundation have?
eState Planning Foundation has 11-50 employees
What industry does eState Planning Foundation belong to?
eState Planning Foundation is in the industry of: Law Firms & Legal Services
What is eState Planning Foundation competition?
eState Planning Foundation top competitors include: Heaton Smith Group, Community Foundation, Legacy Planning Partners, America United Wealth Planning
What technology does eState Planning Foundation use?
Some of the popular technologies that eState Planning Foundation uses are: GoCentral, GoDaddy DNS, GoDaddy SSL Certificates, Amazon Web Hosting
How do I contact eState Planning Foundation?
eState Planning Foundation contact info: Phone number: (888) 316-6040 Website: www.estateplantm.com
What does eState Planning Foundation do?

CSI Financial Group specializes in modern estate planning, probate, and trusts, offering services designed to simplify the process for everyday Americans. Their team, with over 250 years of combined experience, utilizes technology to provide cost-effective solutions while empowering clients to control their legacies. They emphasize a community-mind... ed approach, directing a portion of their proceeds to educational scholarships. The company aims to create accessible estate planning resources and workshops to educate and enlighten clients.Read More

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

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