Innovative Financial Planning

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

500 N Franklin Tpke Ste 102, Ramsey, New...

Phone Number

(201) 642-4012

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Innovative Financial Planning

Innovative Financial Planning is a boutique, independent firm specializing in comprehensive wealth and risk management, particularly in retirement planning. With over 50 years of combined experience, their financial professionals create personalized financial roadmaps tailored to individual client needs and goals. They focus on simplifying complex financial concepts and providing unbiased advice to help clients navigate their financial journeys. Their mission is to build long-term relationships based on trust and service, ensuring clients feel confident about their financial futures.Explore more
Innovative Financial Planning's Social MediaPopular SearchesInnovative Financial PlanningInnovative Financial Planning LLCinnovativefinancialplanning.comInnovative Financial Planning IncInnovative Financial StrategiesSIC Code 62,628NAICS Code 52,523Show more

Innovative Financial Planning Org Chart

PhoneEmail
NS
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
KR
United States flag for contact location.

Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innovative Financial Plan...

<$5M
1-10
Private
-
2006
NS
Noelle SmithInvestment Advisor & Representative
<$5M
11-50
Private
-
2009
MC
Martin CramerChief Compliance Officer
<$5M
11-50
Private
-
2005
Paul Fuhrman, President & Founder at Tonka Financial Services
Paul FuhrmanPresident & Founder
<$5M
1-10
Private
-
2018
KG
Kevin GallagherFounder & Managing Partner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
-
2008
HA
Howard AspacherFinancial Advisor & Certified Financial Planner & Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Innovative Financial Planning Tech Stack

A closer look at the technologies used by Innovative Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Innovative Financial Planning

What is Innovative Financial Planning's official website?
Innovative Financial Planning's official website is www.innovativefinancialplanning.com
What is Innovative Financial Planning's Revenue?
Innovative Financial Planning's revenue is <$5 Million
What is Innovative Financial Planning's SIC code?
Innovative Financial Planning's SIC: 62,628
What is Innovative Financial Planning's NAICS code?
Innovative Financial Planning's NAICS: 52,523
How many employees does Innovative Financial Planning have?
Innovative Financial Planning has 1-10 employees
What industry does Innovative Financial Planning belong to?
Innovative Financial Planning is in the industry of: Finance, Securities Trading
What is Innovative Financial Planning competition?
Innovative Financial Planning top competitors include: Tonka Financial Services, Women's Advisory Group, Carlson Wealth, RCN Wealth Management
What technology does Innovative Financial Planning use?
Some of the popular technologies that Innovative Financial Planning uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Innovative Financial Planning?
Innovative Financial Planning contact info: Phone number: (201) 642-4012 Website: www.innovativefinancialplanning.com
What does Innovative Financial Planning do?

Innovative Financial Planning is a boutique, independent firm specializing in comprehensive wealth and risk management, particularly in retirement planning. With over 50 years of combined experience, their financial professionals create personalized financial roadmaps tailored to individual client needs and goals. They focus on simplifying complex... financial concepts and providing unbiased advice to help clients navigate their financial journeys. Their mission is to build long-term relationships based on trust and service, ensuring clients feel confident about their financial futures.Read More

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

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