Financial Planning Services

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

3601 N Lakeharbor Ln, Boise, Idaho, 8370...

Phone Number

(208) 853-4600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Financial Planning Services

Financial Planning Services, LLC. offers a range of financial services including retirement planning, investment management, estate planning, insurance, tax services, and lifestyle financial advice. The company is dedicated to providing reliable information and support to clients primarily in Idaho, while also serving residents in several other states. Their team is committed to helping clients achieve their financial goals and navigate complex financial situations. With a focus on personalized service, they aim to be a trusted resource for individuals seeking comprehensive financial planning.Explore more
Financial Planning Services's Social MediaPopular SearchesFinancial Planning Services LLChtmlFinancial Planning Solutions LLCfps4u.comAdvisor LaunchpadFinancial Planning Service LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Planning Services Org Chart

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RB
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Managing Director

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SY
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Associate

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CG
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CJ
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Representative

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RR
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Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Planning Servic...

<$5M
11-50
Private
-
1978
RB
Robert BouicManaging Director
$5.8M
11-50
Private
-
2013
OR
Otto RayFinancial Professional
<$5M
1-10
Private
-
1981
SP
Steven ParadisPresident & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1997
JP
James PetersGeneral Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Planning Services Tech Stack

A closer look at the technologies used by Financial Planning Services

Top Finance Companies

Frequently Asked Questions Regarding Financial Planning Services

What is Financial Planning Services's official website?
Financial Planning Services's official website is www.fps4u.com
What is Financial Planning Services's Revenue?
Financial Planning Services's revenue is <$5 Million
What is Financial Planning Services's SIC code?
Financial Planning Services's SIC: 62,628
What is Financial Planning Services's NAICS code?
Financial Planning Services's NAICS: 52,523
How many employees does Financial Planning Services have?
Financial Planning Services has 11-50 employees
What industry does Financial Planning Services belong to?
Financial Planning Services is in the industry of: Finance, Securities Trading
What is Financial Planning Services competition?
Financial Planning Services top competitors include: Heritage Capital Concepts, Henry Dennard Personal Financial Planning, Investment Management Associates, Hoover & Associates
What technology does Financial Planning Services use?
Some of the popular technologies that Financial Planning Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Financial Planning Services?
Financial Planning Services contact info: Phone number: (208) 853-4600 Website: www.fps4u.com
What does Financial Planning Services do?

Financial Planning Services, LLC. offers a range of financial services including retirement planning, investment management, estate planning, insurance, tax services, and lifestyle financial advice. The company is dedicated to providing reliable information and support to clients primarily in Idaho, while also serving residents in several other sta... tes. Their team is committed to helping clients achieve their financial goals and navigate complex financial situations. With a focus on personalized service, they aim to be a trusted resource for individuals seeking comprehensive financial planning.Read More

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

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