Financial Planning Services

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

6920 Pointe Inverness Way Ste 170, Fort ...

Phone Number

(260) 469-3218

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Planning Services

Financial Planning Services has been providing professional financial advice to the residents of greater Fort Wayne since 1983. The company focuses on personalized financial planning, helping clients create comprehensive strategies to achieve their financial goals. They emphasize building trust and long-term relationships through face-to-face meetings and ongoing support. Additionally, they offer educational events to empower clients in their investment decisions.Explore more
Financial Planning Services's Social MediaPopular SearchesFinancial Planning ServicesFinancial Planning Services - tobuildwealth.comHaupert Financial Services Inctobuildwealth.comSIC Code 62,628NAICS Code 52,523Show more

Financial Planning Services Org Chart

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Planning Servic...

<$5M
1-10
Private
-
1983
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2010
DB
David BrowerChief Investment Officer & Principal
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2005
HH
Heidi HitchcockManager, Operations
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
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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

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Frequently Asked Questions Regarding Financial Planning Services

What is Financial Planning Services's official website?
Financial Planning Services's official website is www.tobuildwealth.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 1-10 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: Alliance Wealth Advisors, advocate investing services, Sierra Pacific Financial Advisors, Bagby Wealth Management
What technology does Financial Planning Services use?
Some of the popular technologies that Financial Planning Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
How do I contact Financial Planning Services?
Financial Planning Services contact info: Phone number: (260) 469-3218 Website: www.tobuildwealth.com
What does Financial Planning Services do?

Financial Planning Services has been providing professional financial advice to the residents of greater Fort Wayne since 1983. The company focuses on personalized financial planning, helping clients create comprehensive strategies to achieve their financial goals. They emphasize building trust and long-term relationships through face-to-face meeti... ngs and ongoing support. Additionally, they offer educational events to empower clients in their investment decisions.Read More

What are Financial Planning Services social media links?
Financial Planning Services Linkedin 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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