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
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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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
Integrated Capital Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
Company Profile Activity
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Integrated Capital Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Integrated Capital Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Capital Planning.
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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
