Individual Financial Planning

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

37229 Huron River Dr, New Boston, Michig...

Phone Number

(734) 753-4441

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Individual Financial Planning

Individual Financial Planning, LLC is a family-owned financial advisory firm that has been serving clients for over three generations. They specialize in providing personalized financial guidance and tailored strategies to help families achieve lasting financial well-being. The firm is committed to building lasting relationships based on trust and integrity, ensuring clients navigate their financial milestones with confidence. Their mission is to empower clients to take control of their financial journey and achieve long-term success.Explore more
Individual Financial Planning's Social MediaPopular SearchesIndividual Financial Planning IncIndividual Financial PlanningIndividual Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Individual Financial Planning Org Chart

PhoneEmail
MG
United States flag for contact location.

Financial Advisor

PhoneEmail
GT
United States flag for contact location.

Financial Associate & Advisor

PhoneEmail
PG
United States flag for contact location.

Financial Advisor

PhoneEmail
KG
United States flag for contact location.

Financial Planner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
CS
United States flag for contact location.

Personal & Family Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Individual Financial Plan...

<$5M
11-50
Private
-
-
MG
Michael GlaabFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2022
N/A
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
2013
TT
Ty TartlerExecutive Director
<$5M
1-10
Private
-
2017
TM
Teresa MahoodAdministrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Individual Financial Planning Tech Stack

A closer look at the technologies used by Individual Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Individual Financial Planning

What is Individual Financial Planning's official website?
Individual Financial Planning's official website is www.ifplan.net
What is Individual Financial Planning's Revenue?
Individual Financial Planning's revenue is <$5 Million
What is Individual Financial Planning's SIC code?
Individual Financial Planning's SIC: 62,628
What is Individual Financial Planning's NAICS code?
Individual Financial Planning's NAICS: 52,523
How many employees does Individual Financial Planning have?
Individual Financial Planning has 11-50 employees
What industry does Individual Financial Planning belong to?
Individual Financial Planning is in the industry of: Finance, Securities Trading
What is Individual Financial Planning competition?
Individual Financial Planning top competitors include: Guide Financial Group, 401K Plan Services, KASE Wealth Advisors, Wallinger Financial Services
What technology does Individual Financial Planning use?
Some of the popular technologies that Individual Financial Planning uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
How do I contact Individual Financial Planning?
Individual Financial Planning contact info: Phone number: (734) 753-4441 Website: www.ifplan.net
What does Individual Financial Planning do?

Individual Financial Planning, LLC is a family-owned financial advisory firm that has been serving clients for over three generations. They specialize in providing personalized financial guidance and tailored strategies to help families achieve lasting financial well-being. The firm is committed to building lasting relationships based on trust and... integrity, ensuring clients navigate their financial milestones with confidence. Their mission is to empower clients to take control of their financial journey and achieve long-term success.Read More

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

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