Independent Planner
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
19 Limestone Dr Ste 5, Williamsville, Ne...Phone Number
(716) 634-8705Website
www.independentplanner.comRevenue
$14 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1
About Independent Planner
Independent Planner, LLC is a financial services firm that specializes in 401(k) management, financial planning, and insurance planning. The company is independently owned and operated by experienced professionals who provide tailored advice to meet the unique needs of their clients. They prioritize integrity, professionalism, and personal service, ensuring that clients receive strategic one-on-one advice without pressure to invest in proprietary products. Their target clients include individuals and businesses seeking comprehensive financial solutions and investment management.Explore more
Independent Planner Org Chart
SM
Associate Director, Clinical Operations
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Revenue
Number of Employees
Type
Funding
Founded In
Independent Planner
$14M
51-200
Private
-
2002
TK
Tricia KaadyDirector, Onsite Event Management Travel Specializing In Registration & Attendee Management
Company Profile Activity
Activity Insights
Independent Planner is experiencing very low activity levels compared to other companies in the Finance sector.
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Independent Planner is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Independent Planner.
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Independent Planner, LLC is a financial services firm that specializes in 401(k) management, financial planning, and insurance planning. The company is independently owned and operated by experienced professionals who provide tailored advice to meet the unique needs of their clients. They prioritize integrity, professionalism, and personal service,... Read More
