Master Plan Advisory

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

873 Oyster Bay Rd, East Norwich, New Yor...

Phone Number

(516) 538-9333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Master Plan Advisory

Empathic Wealth Partners specializes in providing tailored financial planning services to successful individuals, families, and business owners. They focus on understanding clients' unique needs and values to create clear and purposeful financial strategies. The firm emphasizes a collaborative approach to help clients protect their family's future, grow their wealth, and build a lasting legacy. Their holistic methodology aims to simplify financial planning while instilling confidence and clarity in clients' financial journeys.Explore more
Popular SearchesMaster Plan Advisory IncMasterplanadvisory Commasterplanadvisory.comSIC Code 62,628NAICS Code 52,523Show more

Master Plan Advisory Org Chart

PhoneEmail
PP
United States flag for contact location.

Certified Financial PlannerTM

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Master Plan Advisory

<$5M
11-50
Private
-
1994
PP
Peter PalionCertified Financial PlannerTM
$19.5M
11-50
Private
-
1999
<$5M
11-50
Private
-
-
DD
Davis DunnManager, Operations
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Master Plan Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Master Plan Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Master Plan Advisory.

Master Plan Advisory Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Master Plan Advisory

What is Master Plan Advisory's official website?
Master Plan Advisory's official website is www.masterplanadvisory.com
What is Master Plan Advisory's Revenue?
Master Plan Advisory's revenue is <$5 Million
What is Master Plan Advisory's SIC code?
Master Plan Advisory's SIC: 62,628
What is Master Plan Advisory's NAICS code?
Master Plan Advisory's NAICS: 52,523
How many employees does Master Plan Advisory have?
Master Plan Advisory has 11-50 employees
What industry does Master Plan Advisory belong to?
Master Plan Advisory is in the industry of: Finance, Securities Trading
What is Master Plan Advisory competition?
Master Plan Advisory top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Weinberg Financial Advisory, Pioneer Financial Group
What technology does Master Plan Advisory use?
Some of the popular technologies that Master Plan Advisory uses are: Cloudflare Website Optimization, Cloudflare CDN, Squarespace Online Stores, JQuery 1.11.1
How do I contact Master Plan Advisory?
Master Plan Advisory contact info: Phone number: (516) 538-9333 Website: www.masterplanadvisory.com
What does Master Plan Advisory do?

Empathic Wealth Partners specializes in providing tailored financial planning services to successful individuals, families, and business owners. They focus on understanding clients' unique needs and values to create clear and purposeful financial strategies. The firm emphasizes a collaborative approach to help clients protect their family's future,... grow their wealth, and build a lasting legacy. Their holistic methodology aims to simplify financial planning while instilling confidence and clarity in clients' financial journeys.Read More

Is Master Plan Advisory a public company?
Master Plan Advisory is private company therefore does not currently have an official ticker symbol
See more information about Master Plan Advisory

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