Larson Financial Planning

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

12 Dana Ave, Winchester, Massachusetts, ...

Phone Number

(781) 729-1094

Revenue

<$5 Million

Industry

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

Larson Financial Planning is an independent, fee-only financial advising firm focused on the financial needs of health care professionals. They offer a range of services including financial planning, retirement planning, investment management, tax and estate planning, Medicare assistance, and Social Security guidance. The firm is led by Christina A. Larson, a Certified Financial Planner, who emphasizes a personalized approach to help clients achieve their financial goals. Their client experience is centered around attentive listening and providing reassuring support throughout the financial planning process.Explore more
Popular SearchesLarson Financial Planning IncLarson Financial PlanningChristina a Larson IncLarson Financial Planning InSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Larson Financial Planning

<$5M
1-10
Private
-
2004
N/A
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
<$5M
2015
CS
Cole StichlerPresident & Founder
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
<$5M
1-10
Private
-
2016
MS
Matthew SeppanenFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Larson Financial Planning Tech Stack

A closer look at the technologies used by Larson Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Larson Financial Planning

What is Larson Financial Planning's official website?
Larson Financial Planning's official website is www.larsonfp.com
What is Larson Financial Planning's Revenue?
Larson Financial Planning's revenue is <$5 Million
What is Larson Financial Planning's SIC code?
Larson Financial Planning's SIC: 62,628
What is Larson Financial Planning's NAICS code?
Larson Financial Planning's NAICS: 52,523
How many employees does Larson Financial Planning have?
Larson Financial Planning has 1-10 employees
What industry does Larson Financial Planning belong to?
Larson Financial Planning is in the industry of: Finance, Securities Trading
What is Larson Financial Planning competition?
Larson Financial Planning top competitors include: Klauenberg Retirement Solutions, Covenant Wealth Advisors, Stichler Wealth Management, Kiely Capital Management
What technology does Larson Financial Planning use?
Some of the popular technologies that Larson Financial Planning uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Larson Financial Planning?
Larson Financial Planning contact info: Phone number: (781) 729-1094 Website: www.larsonfp.com
What does Larson Financial Planning do?

Larson Financial Planning is an independent, fee-only financial advising firm focused on the financial needs of health care professionals. They offer a range of services including financial planning, retirement planning, investment management, tax and estate planning, Medicare assistance, and Social Security guidance. The firm is led by Christina A... . Larson, a Certified Financial Planner, who emphasizes a personalized approach to help clients achieve their financial goals. Their client experience is centered around attentive listening and providing reassuring support throughout the financial planning process.Read More

Is Larson Financial Planning a public company?
Larson Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Larson Financial Planning

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