Financial Wellness Planning

Business Services · Virginia, United States · 11-50 Employees

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Overview

Headquarters

1782 Jefferson Hwy Ste F, Fishersville, ...

Phone Number

(540) 253-4470

Revenue

$6.7 Million

Industry

Business Services Finance Training Education Project Management Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Wellness Planning

Financial Wellness Planning, LLC provides financial education and consulting services to beginners, pre-retirees, retirees, and businesses. The company specializes in individual financial consulting for clients who do or will receive pensions. With a passion for helping others achieve financial wellness, their mission is to make financial education accessible and engaging. Founded by an experienced finance professional with a background in the military and diverse finance-related roles, Financial Wellness Planning aims to empower clients to improve their financial situations.Explore more
Financial Wellness Planning's Social MediaPopular SearchesFinancial Wellness Planning LLCSIC Code 87,874NAICS Code 54,541Show more

Financial Wellness Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Wellness Planni...

$6.7M
11-50
Private
-
-
<$5M
11-50
Private
-
-
N/A
<$5M
51-200
Private
-
-
N/A
<$5M
11-50
Private
$31.7M
2016
GT
Greg TorianVice President, Estimating & Controls
<$5M
1-10
Private
-
2000
N/A
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Wellness Planning Tech Stack

A closer look at the technologies used by Financial Wellness Planning

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Frequently Asked Questions Regarding Financial Wellness Planning

What is Financial Wellness Planning's official website?
Financial Wellness Planning's official website is www.fwplanning.com
What is Financial Wellness Planning's Revenue?
Financial Wellness Planning's revenue is $6.7 Million
What is Financial Wellness Planning's SIC code?
Financial Wellness Planning's SIC: 87,874
What is Financial Wellness Planning's NAICS code?
Financial Wellness Planning's NAICS: 54,541
How many employees does Financial Wellness Planning have?
Financial Wellness Planning has 11-50 employees
What industry does Financial Wellness Planning belong to?
Financial Wellness Planning is in the industry of: Business Services, Finance, Training
What is Financial Wellness Planning competition?
Financial Wellness Planning top competitors include: Center For Financial Wellness, Northstar, LoanLife, Bedrock Financial Health
What technology does Financial Wellness Planning use?
Some of the popular technologies that Financial Wellness Planning uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Financial Wellness Planning?
Financial Wellness Planning contact info: Phone number: (540) 253-4470 Website: www.fwplanning.com
What does Financial Wellness Planning do?

Financial Wellness Planning, LLC provides financial education and consulting services to beginners, pre-retirees, retirees, and businesses. The company specializes in individual financial consulting for clients who do or will receive pensions. With a passion for helping others achieve financial wellness, their mission is to make financial education... accessible and engaging. Founded by an experienced finance professional with a background in the military and diverse finance-related roles, Financial Wellness Planning aims to empower clients to improve their financial situations.Read More

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

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