Integrated Financial Planning Services

Finance · Germany · 11-50 Employees

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Overview

Headquarters

Karlstrasse 20, Heidelberg, Baden-Wuertt...

Phone Number

+49 622123597

Revenue

$5.2 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Integrated Financial Planning Services

Integrated Financial Planning Services, founded over 25 years ago in Heidelberg, Germany, specializes in providing financial services to expatriates globally. The firm is adept at navigating the complexities of international investing, including tax implications, and partners with renowned investment companies to offer a diverse range of investment options. They emphasize personalized service, working closely with clients to develop tailored financial plans that align with their goals. As an independent broker/dealer, they provide unbiased advice and flexible strategies to meet the unique needs of their clients.Explore more
Integrated Financial Planning Services's Social MediaPopular SearchesIntegrated Financial Planning ServicesIntegrated Financial Planning ServiceSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Planning Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Plan...

$5.2M
11-50
Private
-
1999
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integrated Financial Planning Services Tech Stack

A closer look at the technologies used by Integrated Financial Planning Services

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Frequently Asked Questions Regarding Integrated Financial Planning Services

What is Integrated Financial Planning Services's official website?
Integrated Financial Planning Services's official website is www.ifpsonline.com
What is Integrated Financial Planning Services's Revenue?
Integrated Financial Planning Services's revenue is $5.2 Million
What is Integrated Financial Planning Services's SIC code?
Integrated Financial Planning Services's SIC: 62,628
What is Integrated Financial Planning Services's NAICS code?
Integrated Financial Planning Services's NAICS: 52,523
How many employees does Integrated Financial Planning Services have?
Integrated Financial Planning Services has 11-50 employees
What industry does Integrated Financial Planning Services belong to?
Integrated Financial Planning Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Integrated Financial Planning Services competition?
Integrated Financial Planning Services top competitors include: Westex Investment Services, Wealth Management Group, Sachs Financial Servic, Boston Retirement Group
What technology does Integrated Financial Planning Services use?
Some of the popular technologies that Integrated Financial Planning Services uses are: AppRiver, DigiCert, Amazon Web Hosting, Hetzner
How do I contact Integrated Financial Planning Services?
Integrated Financial Planning Services contact info: Phone number: +49 622123597 Website: www.ifpsonline.com
What does Integrated Financial Planning Services do?

Integrated Financial Planning Services, founded over 25 years ago in Heidelberg, Germany, specializes in providing financial services to expatriates globally. The firm is adept at navigating the complexities of international investing, including tax implications, and partners with renowned investment companies to offer a diverse range of investment... options. They emphasize personalized service, working closely with clients to develop tailored financial plans that align with their goals. As an independent broker/dealer, they provide unbiased advice and flexible strategies to meet the unique needs of their clients.Read More

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

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