Heritage Planning Partners

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1 N Wacker Dr Ste 4600, Chicago, Illinoi...

Phone Number

(312) 641-8900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
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Jun
ZI Rank
1
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1
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2

About Heritage Planning Partners

Heritage Planning Partners is a financial planning and wealth management firm in Chicago. At Heritage Planning Partners we are committed to making sure our clients have a customized financial plan that best suits their needs and the needs of their families.Explore more
Heritage Planning Partners's Social MediaPopular SearchesHeritage Planning PartnersHeritage Planning Partners - Northwestern MutualSIC Code 62,628NAICS Code 52,523Show more

Heritage Planning Partners Org Chart

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Manager, Operations

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Senior Operations Associate

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Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Planning Partner...

<$5M
11-50
Private
<$5M
2001
GP
Grace PennacchiManager, Operations
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2022
<$5M
1-10
Private
-
2012
Connie Davis, Chief Happines Officer at Brindle & Bay Wealth Management
Connie DavisChief Happines Officer
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2017
CB
Carol BatesOffice Manager
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Company Profile Activity

i

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Activity Insights

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

What does this means?

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

Heritage Planning Partners financials insights

Gather financial insights about Heritage Planning Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Heritage Planning Partners Tech Stack

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Frequently Asked Questions Regarding Heritage Planning Partners

What is Heritage Planning Partners's official website?
Heritage Planning Partners's official website is heritageplanningpartners.nm.com
What is Heritage Planning Partners's Revenue?
Heritage Planning Partners's revenue is <$5 Million
What is Heritage Planning Partners's SIC code?
Heritage Planning Partners's SIC: 62,628
What is Heritage Planning Partners's NAICS code?
Heritage Planning Partners's NAICS: 52,523
How many employees does Heritage Planning Partners have?
Heritage Planning Partners has 11-50 employees
What industry does Heritage Planning Partners belong to?
Heritage Planning Partners is in the industry of: Finance, Securities Trading
What is Heritage Planning Partners competition?
Heritage Planning Partners top competitors include: Ataroke Wealth, Holcombe Financial, Brindle & Bay Wealth Management, KMR Wealth Advisory
What technology does Heritage Planning Partners use?
Some of the popular technologies that Heritage Planning Partners uses are: Cloudflare Security
How do I contact Heritage Planning Partners?
Heritage Planning Partners contact info: Phone number: (312) 641-8900 Website: heritageplanningpartners.nm.com
What does Heritage Planning Partners do?

Heritage Planning Partners is a financial planning and wealth management firm in Chicago. At Heritage Planning Partners we are committed to making sure our clients have a customized financial plan that best suits their needs and the needs of their families.... Read More

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

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