Menninger & Associates

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

820 Adams Ave Ste 100, Trooper, Pennsylv...

Phone Number

(610) 422-3773

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Menninger & Associates

Menninger & Associates is a financial planning firm that specializes in guiding clients through the transition from saving for retirement to enjoying it. They offer a range of services including cash flow planning, tax strategies, insurance planning, investment management, retirement planning, and estate planning. The firm is dedicated to providing personalized financial advice and education, ensuring clients make informed decisions to enhance their financial well-being. With over 25 years of experience, they serve clients across more than 20 states, utilizing technology to deliver exceptional service regardless of location.Explore more
Menninger & Associates's Social MediaPopular SearchesMenninger & Associates IncMenninger & AssociatesMenninger Associates IncJme Financial Services LLCJme Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Menninger & Associates Org Chart

PhoneEmail
AM
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Lpl Financial Advisor & Manager, Operations

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BG
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Office Manager

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JM
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Financial Planner

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RK
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Financial Planner

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AP
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Paraplanner

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AS
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Paraplanner

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JD
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Lpl Financial Planner

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AG
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Financial Planning Intern

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Compare Similar Companies to Menninger & Associates

Compare insights from companies similar to Menninger & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Menninger & Associates

<$5M
1-10
Private
-
2021
AM
Andres MaldonadoLpl Financial Advisor & Manager, Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2006
CB
Cristal BalabanManager, Marketing
<$5M
1-10
Private
-
-
GW
Gary WittenInvestment Advisor & Representative
<$5M
1-10
Private
-
2000
CB
Christopher BakerFinancial Advisor & Co-Founder
<$5M
1-10
Private
-
2008
MG
Mary GrahamChief Operating Officer
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Menninger & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Menninger & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Menninger & Associates.

Menninger & Associates Tech Stack

A closer look at the technologies used by Menninger & Associates

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Frequently Asked Questions Regarding Menninger & Associates

What is Menninger & Associates's official website?
Menninger & Associates's official website is www.maaplanning.com
What is Menninger & Associates's Revenue?
Menninger & Associates's revenue is <$5 Million
What is Menninger & Associates's SIC code?
Menninger & Associates's SIC: 62,628
What is Menninger & Associates's NAICS code?
Menninger & Associates's NAICS: 52,523
How many employees does Menninger & Associates have?
Menninger & Associates has 1-10 employees
What industry does Menninger & Associates belong to?
Menninger & Associates is in the industry of: Finance, Securities Trading
What is Menninger & Associates competition?
Menninger & Associates top competitors include: Poppell Financial Group, Integrity Financial Services, Feller Financial Services, Carolina Wealth Advisors
What technology does Menninger & Associates use?
Some of the popular technologies that Menninger & Associates uses are: goo.gl, reCAPTCHA, Proofpoint, Google Font API
How do I contact Menninger & Associates?
Menninger & Associates contact info: Phone number: (610) 422-3773 Website: www.maaplanning.com
What does Menninger & Associates do?

Menninger & Associates is a financial planning firm that specializes in guiding clients through the transition from saving for retirement to enjoying it. They offer a range of services including cash flow planning, tax strategies, insurance planning, investment management, retirement planning, and estate planning. The firm is dedicated to providing... personalized financial advice and education, ensuring clients make informed decisions to enhance their financial well-being. With over 25 years of experience, they serve clients across more than 20 states, utilizing technology to deliver exceptional service regardless of location.Read More

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

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