Integrated Capital Planning
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
525 N Cleveland Massillon Rd Ste 205, Ak...Phone Number
(330) 666-7491Website
www.jeffstenroos.comRevenue
<$5 MillionIndustry
About Integrated Capital Planning
Integrated Capital Planning, Inc. specializes in wealth management services, helping families clarify their financial goals and create plans for a secure future. Established in 1983, the company offers systematic planning processes and personalized investment strategies, particularly for employer-sponsored retirement plans. Their intended clients include individuals and families seeking guidance in financial planning and retirement management. The firm emphasizes the importance of working with experienced financial advisors to navigate the complexities of financial planning.Explore more
SIC Code 62,628NAICS Code 52,523Show moreIntegrated Capital Planning Org Chart
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Integrated Capital Planning, Inc. specializes in wealth management services, helping families clarify their financial goals and create plans for a secure future. Established in 1983, the company offers systematic planning processes and personalized investment strategies, particularly for employer-sponsored retirement plans. Their intended clients i... Read More