Gallant Financial Planning
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
13001 Cleveland Dr, Rockville, Maryland,...Phone Number
(301) 461-8492Website
www.gallantfp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
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1
About Gallant Financial Planning
Donalies Financial Planning, LLC offers fee-only financial planning services tailored for professionals and families with young children. The company focuses on helping clients achieve their financial goals through a structured planning process. They emphasize investment principles and philosophy to guide their clients in making informed financial decisions. Their services are designed to support individuals and families in navigating their financial futures.Explore more
Gallant Financial Planning Org Chart
CB
Paraplanner
CC
Financial Planning Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2005
RB
Robert Bob DavisManager, Wealth & Registered Investment Advisor & Business Owner
Company Profile Activity
Activity Insights
Gallant Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Gallant Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gallant Financial Planning.
Gallant Financial Planning Tech Stack
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Donalies Financial Planning, LLC offers fee-only financial planning services tailored for professionals and families with young children. The company focuses on helping clients achieve their financial goals through a structured planning process. They emphasize investment principles and philosophy to guide their clients in making informed financial... Read More
