Financial Planning Associates

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

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Overview

Headquarters

399 Knollwood Rd Ste 113, White Plains, ...

Phone Number

(914) 997-9229

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Financial Planning Associates

Financial Planning Associates LLC is an independent full-service wealth management firm specializing in comprehensive financial planning and investment management for individuals, families, and business owners. The firm customizes financial plans and portfolios to help clients achieve financial independence. As a fiduciary advisory firm, they prioritize the interests of their clients, offering transparent fee structures. Their experienced advisors focus on building lifetime relationships by understanding clients' goals and aspirations.Explore more
Popular Searchesfinancial planning Associates LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Planning Associ...

<$5M
1-10
Private
-
-
N/A
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2013
TW
Tori WatsonFinancial Advisor
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Planning Associates Tech Stack

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Frequently Asked Questions Regarding Financial Planning Associates

What is Financial Planning Associates's official website?
Financial Planning Associates's official website is www.fpassociatesllc.com
What is Financial Planning Associates's Revenue?
Financial Planning Associates's revenue is <$5 Million
What is Financial Planning Associates's SIC code?
Financial Planning Associates's SIC: 62,628
What is Financial Planning Associates's NAICS code?
Financial Planning Associates's NAICS: 52,523
How many employees does Financial Planning Associates have?
Financial Planning Associates has 1-10 employees
What industry does Financial Planning Associates belong to?
Financial Planning Associates is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Financial Planning Associates competition?
Financial Planning Associates top competitors include: Alliance Wealth Advisors, Charleston Financial Advisors, HFG Wealth Management, Flores Wealth Planning
What technology does Financial Planning Associates use?
Some of the popular technologies that Financial Planning Associates uses are: Microsoft 365, Font Awesome, GoDaddy DNS, Sectigo
How do I contact Financial Planning Associates?
Financial Planning Associates contact info: Phone number: (914) 997-9229 Website: www.fpassociatesllc.com
What does Financial Planning Associates do?

Financial Planning Associates LLC is an independent full-service wealth management firm specializing in comprehensive financial planning and investment management for individuals, families, and business owners. The firm customizes financial plans and portfolios to help clients achieve financial independence. As a fiduciary advisory firm, they prior... itize the interests of their clients, offering transparent fee structures. Their experienced advisors focus on building lifetime relationships by understanding clients' goals and aspirations.Read More

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

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