Fiduciary Plan Partners

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

3601 Green Rd Ste 100, Beachwood, Ohio, ...

Phone Number

(216) 295-0945

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Fiduciary Plan Partners

Fiduciary Plan Partners specializes in expert financial planning and fiduciary services, focusing on comprehensive wealth management and retirement planning. They provide personalized strategies through certified advisors, assisting clients in navigating the complexities of retirement plans and investment options. Their services include financial planning, investable asset management, and management of 401(k) and qualified retirement plans. The company aims to support plan sponsors and investment committees in evaluating options based on cost and benefits.Explore more
Fiduciary Plan Partners's Social MediaPopular SearchesFiduciary Plan PartnersFiduciaryplanpartners ComSIC Code 62,628NAICS Code 52,523Show more

Fiduciary Plan Partners Org Chart

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Christian Garofalo, President at Fiduciary Plan Partners
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiduciary Plan Partners

<$5M
1-10
Private
-
2017
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
11-50
Private
-
1984
TJ
Thomas JohnsonAdministrative Assistant
<$5M
1-10
Private
-
1999
TS
Thomas SpanierChief Operating Officer
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fiduciary Plan Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Fiduciary Plan Partners Tech Stack

A closer look at the technologies used by Fiduciary Plan Partners

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Frequently Asked Questions Regarding Fiduciary Plan Partners

What is Fiduciary Plan Partners's official website?
Fiduciary Plan Partners's official website is www.fiduciaryplanpartners.com
What is Fiduciary Plan Partners's Revenue?
Fiduciary Plan Partners's revenue is <$5 Million
What is Fiduciary Plan Partners's SIC code?
Fiduciary Plan Partners's SIC: 62,628
What is Fiduciary Plan Partners's NAICS code?
Fiduciary Plan Partners's NAICS: 52,523
How many employees does Fiduciary Plan Partners have?
Fiduciary Plan Partners has 1-10 employees
What industry does Fiduciary Plan Partners belong to?
Fiduciary Plan Partners is in the industry of: Finance, Securities Trading
What is Fiduciary Plan Partners competition?
Fiduciary Plan Partners top competitors include: Retirement Plan Solutions, Cadence Financial Management, FRS Capital Management, Southbridge Advisors
What technology does Fiduciary Plan Partners use?
Some of the popular technologies that Fiduciary Plan Partners uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Fiduciary Plan Partners?
Fiduciary Plan Partners contact info: Phone number: (216) 295-0945 Website: www.fiduciaryplanpartners.com
What does Fiduciary Plan Partners do?

Fiduciary Plan Partners specializes in expert financial planning and fiduciary services, focusing on comprehensive wealth management and retirement planning. They provide personalized strategies through certified advisors, assisting clients in navigating the complexities of retirement plans and investment options. Their services include financial p... lanning, investable asset management, and management of 401(k) and qualified retirement plans. The company aims to support plan sponsors and investment committees in evaluating options based on cost and benefits.Read More

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

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