Integrated Planning Solutions

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

200 E Campus View Blvd Ste 200, Columbus...

Phone Number

(614) 825-6008

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Integrated Planning Solutions

Integrated Planning Solutions, Inc. was founded with the goal of establishing life-long financial relationships with our clients. We believe that long-term counseling relationships foster deeper understanding of client needs, objectives, timeframes and tolerance for investment risk. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (614) 825-6008. We look forward to hearing from you. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC & Registered Investment Advisor.Explore more
Integrated Planning Solutions's Social MediaPopular SearchesIntegrated Planning Solutions IncIntegrated Planning SolutionsIntegrated Planning SolutIntegrated Planning Solutions LLCIntegrated Planning & Solutions CorpSIC Code 62,628NAICS Code 52,523Show more

Integrated Planning Solutions Org Chart

PhoneEmail
AB
United States flag for contact location.

Manager, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Planning Solut...

$5M
11-50
Private
-
2006
AB
Amanda BaldwinManager, Client Services
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2009
DB
Debbie BellAdministrative Manager
<$5M
1-10
Private
-
1968
<$5M
1-10
Private
-
1986
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integrated Planning Solutions Tech Stack

A closer look at the technologies used by Integrated Planning Solutions

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Frequently Asked Questions Regarding Integrated Planning Solutions

What is Integrated Planning Solutions's official website?
Integrated Planning Solutions's official website is www.integratedplanningsolutions.net
What is Integrated Planning Solutions's Revenue?
Integrated Planning Solutions's revenue is $5 Million
What is Integrated Planning Solutions's SIC code?
Integrated Planning Solutions's SIC: 62,628
What is Integrated Planning Solutions's NAICS code?
Integrated Planning Solutions's NAICS: 52,523
How many employees does Integrated Planning Solutions have?
Integrated Planning Solutions has 11-50 employees
What industry does Integrated Planning Solutions belong to?
Integrated Planning Solutions is in the industry of: Finance, Securities Trading
What is Integrated Planning Solutions competition?
Integrated Planning Solutions top competitors include: Eagle Retirement Group, KARP Financial Advisors, Summit Financial Networks, Ridley Wealth Strategies
What technology does Integrated Planning Solutions use?
Some of the popular technologies that Integrated Planning Solutions uses are: JQuery 1.11.1, Adwerx, Smarsh, Google Font API
How do I contact Integrated Planning Solutions?
Integrated Planning Solutions contact info: Phone number: (614) 825-6008 Website: www.integratedplanningsolutions.net
What does Integrated Planning Solutions do?

Integrated Planning Solutions, Inc. was founded with the goal of establishing life-long financial relationships with our clients. We believe that long-term counseling relationships foster deeper understanding of client needs, objectives, timeframes and tolerance for investment risk. We encourage you to explore our site and learn more about the serv... ices we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (614) 825-6008. We look forward to hearing from you. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC & Registered Investment Advisor.Read More

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

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