Kindness Financial Planning

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

Virtual Appointments, Madison, Wisconsin...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kindness Financial Planning

Kindness Financial Planning is a fee-only fiduciary financial advisory firm based in Madison, WI, dedicated to assisting retirees, widows, and caregivers in organizing and simplifying their financial lives. Founded by Elliott Appel, the firm offers services such as financial planning, investment management, tax reduction strategies, and estate plan reviews. The firm aims to empower clients by providing clear, understandable financial advice tailored to their unique situations. With a focus on empathy and support, Kindness Financial Planning helps clients navigate the complexities of their financial journeys.Explore more
Kindness Financial Planning's Social MediaPopular SearchesKindness Financial PlanningKindness Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Kindness Financial Planning Org Chart

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Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kindness Financial Planni...

<$5M
11-50
Private
-
-
EA
Elliott AppelFounder & Financial Planner
<$5M
1-10
Private
-
-
SS
Shannon SellersFinancial Wellness Specialist & Founder
<$5M
1-10
Private
-
2022
GT
Gustavo TriusChief Credit Officer
<$5M
11-50
Private
-
-
SB
Stacey BlancoPersonal Assistant To CEO
<$5M
1-10
Private
-
1954
N/A
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Kindness Financial Planning Tech Stack

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Frequently Asked Questions Regarding Kindness Financial Planning

What is Kindness Financial Planning's official website?
Kindness Financial Planning's official website is www.kindnessfp.com
What is Kindness Financial Planning's Revenue?
Kindness Financial Planning's revenue is <$5 Million
What is Kindness Financial Planning's SIC code?
Kindness Financial Planning's SIC: 62,628
What is Kindness Financial Planning's NAICS code?
Kindness Financial Planning's NAICS: 52,523
How many employees does Kindness Financial Planning have?
Kindness Financial Planning has 11-50 employees
What industry does Kindness Financial Planning belong to?
Kindness Financial Planning is in the industry of: Finance, Securities Trading
What is Kindness Financial Planning competition?
Kindness Financial Planning top competitors include: Nuestro Financial, Stark Processing, Own Your Check, Shaver Investment
What technology does Kindness Financial Planning use?
Some of the popular technologies that Kindness Financial Planning uses are: WordPress.org, PHP, Google Tag Manager, Google Global Site Tag
What does Kindness Financial Planning do?

Kindness Financial Planning is a fee-only fiduciary financial advisory firm based in Madison, WI, dedicated to assisting retirees, widows, and caregivers in organizing and simplifying their financial lives. Founded by Elliott Appel, the firm offers services such as financial planning, investment management, tax reduction strategies, and estate plan... reviews. The firm aims to empower clients by providing clear, understandable financial advice tailored to their unique situations. With a focus on empathy and support, Kindness Financial Planning helps clients navigate the complexities of their financial journeys.Read More

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

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