Indy Wealth Planning Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

127 E Michigan St Ste 200, Indianapolis,...

Phone Number

(317) 683-5751

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Indy Wealth Planning Group

Indy Wealth Planning Group specializes in asset protection, tax planning, financial planning, and estate planning services. They aim to help clients protect their wealth from creditors, minimize tax liabilities, and grow their wealth with the least amount of risk. Their target clients include individuals seeking financial security and effective retirement strategies. The firm prides itself on prioritizing client needs and collaborating with top experts in finance and law.Explore more
Indy Wealth Planning Group's Social MediaPopular SearchesIndy Wealth Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Indy Wealth Planning Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Indy Wealth Planning Grou...

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2007
JB
Jennifer BeaufordChief Operating Officer
<$5M
1-10
Private
-
2007
JB
Joel BarjenbruchFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1988
IP
Isaac PinoSenior Investment Advisor
<$5M
1-10
Private
-
2011
DB
David BrockManaging Partner
Illustration of an envelope

Company Profile Activity

i

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Activity Insights

Indy Wealth Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Indy Wealth Planning Group Tech Stack

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Frequently Asked Questions Regarding Indy Wealth Planning Group

What is Indy Wealth Planning Group's official website?
Indy Wealth Planning Group's official website is www.indywealthplanning.com
What is Indy Wealth Planning Group's Revenue?
Indy Wealth Planning Group's revenue is <$5 Million
What is Indy Wealth Planning Group's SIC code?
Indy Wealth Planning Group's SIC: 62,628
What is Indy Wealth Planning Group's NAICS code?
Indy Wealth Planning Group's NAICS: 52,523
How many employees does Indy Wealth Planning Group have?
Indy Wealth Planning Group has 1-10 employees
What industry does Indy Wealth Planning Group belong to?
Indy Wealth Planning Group is in the industry of: Finance, Securities Trading
What is Indy Wealth Planning Group competition?
Indy Wealth Planning Group top competitors include: Shrier Associates, JS Financial, The WPI, Kiaros Advisors
What technology does Indy Wealth Planning Group use?
Some of the popular technologies that Indy Wealth Planning Group uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Indy Wealth Planning Group?
Indy Wealth Planning Group contact info: Phone number: (317) 683-5751 Website: www.indywealthplanning.com
What does Indy Wealth Planning Group do?

Indy Wealth Planning Group specializes in asset protection, tax planning, financial planning, and estate planning services. They aim to help clients protect their wealth from creditors, minimize tax liabilities, and grow their wealth with the least amount of risk. Their target clients include individuals seeking financial security and effective ret... irement strategies. The firm prides itself on prioritizing client needs and collaborating with top experts in finance and law.Read More

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

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