Heritage Planners
Likely to Engage tag.Highly Engaged Employees

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1684 Woodlands Dr Ste 100, Maumee, Ohio,...

Phone Number

(419) 887-4707

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Heritage Planners

Heritage Planners is a financial service firm based in Maumee, OH, established in 1981, providing a wide array of financial and insurance solutions to families and businesses. Their expertise encompasses insurance planning, investment strategies, business succession planning, and special needs planning, aimed at creating comprehensive financial plans. They are committed to delivering exceptional service and resources to assist clients in achieving their financial goals. The firm operates primarily within various states in the US, offering tailored services to their clientele.Explore more
Heritage Planners's Social MediaPopular SearchesHeritage PlannersHeritage Planner Company LLCPaul J HayeSIC Code 62,628NAICS Code 52,523Show more

Heritage Planners Org Chart

PhoneEmail
RH
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Administrative Manager

PhoneEmail
CK
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Manager, Marketing Services

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GT
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Executive Assistant

PhoneEmail
AG
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Executive Assistant

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Compare Similar Companies to Heritage Planners

Compare insights from companies similar to Heritage Planners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Planners

<$5M
1-10
Private
-
2001
RH
Ruth HayeAdministrative Manager
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2015
NR
Nicholas RuggirelloFinancial Advisor
<$5M
1-10
Private
-
1980
BC
Bruce CumbyPresident & Owner
<$5M
1-10
Private
-
-
JB
Janine BashamDirector, Operations
<$5M
1-10
Private
-
-
CB
Christy BurneyDirector, Social Media
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Heritage Planners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Heritage Planners Tech Stack

A closer look at the technologies used by Heritage Planners

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Frequently Asked Questions Regarding Heritage Planners

What is Heritage Planners's official website?
Heritage Planners's official website is www.heritage-planners.com
What is Heritage Planners's Revenue?
Heritage Planners's revenue is <$5 Million
What is Heritage Planners's SIC code?
Heritage Planners's SIC: 62,628
What is Heritage Planners's NAICS code?
Heritage Planners's NAICS: 52,523
How many employees does Heritage Planners have?
Heritage Planners has 1-10 employees
What industry does Heritage Planners belong to?
Heritage Planners is in the industry of: Finance, Insurance, Securities Trading
What is Heritage Planners competition?
Heritage Planners top competitors include: Atlas Financial Strategies, The Summit Group, Cumby, Spencer & Associates Financial Group, Eagle Strategies
What technology does Heritage Planners use?
Some of the popular technologies that Heritage Planners uses are: Cloudflare Website Optimization, Cloudflare CDN, MailChimp, JQuery 1.11.1
How do I contact Heritage Planners?
Heritage Planners contact info: Phone number: (419) 887-4707 Website: www.heritage-planners.com
What does Heritage Planners do?

Heritage Planners is a financial service firm based in Maumee, OH, established in 1981, providing a wide array of financial and insurance solutions to families and businesses. Their expertise encompasses insurance planning, investment strategies, business succession planning, and special needs planning, aimed at creating comprehensive financial pla... ns. They are committed to delivering exceptional service and resources to assist clients in achieving their financial goals. The firm operates primarily within various states in the US, offering tailored services to their clientele.Read More

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

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