Money

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

528 Belvedere Dr, Kokomo, Indiana, 46901...

Phone Number

(765) 865-8999

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1

About Money

Comprehensive Planning Corp specializes in financial planning services aimed at guiding clients from their current financial situation to their desired goals within a specified timeframe. The company emphasizes excellence and integrity in its operations since 1993, providing strategic and wise financial advice. Their ideal clients are individuals seeking personalized financial guidance to achieve significant life moments. Comprehensive Planning Corp operates as an independent advisor and is associated with LPL Financial for investment services.Explore more
Popular SearchesMoneyRoller Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Money Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Money

<$5M
1-10
Private
-
1993
<$5M
11-50
Private
-
1985
BE
Brandon EricksonCpa, Chfc, Certified Financial Planner (Cfp) & Shareholder & Director, Investment
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
Martha Catt, President at Catt Wealth Consulting
Martha CattPresident
<$5M
1-10
Private
-
2010
GS
Gabriel SmithBranch Manager
<$5M
1-10
Private
-
2008
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Money is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Money Tech Stack

A closer look at the technologies used by Money

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Frequently Asked Questions Regarding Money

What is Money's official website?
Money's official website is www.cpckokomo.com
What is Money's Revenue?
Money's revenue is <$5 Million
What is Money's SIC code?
Money's SIC: 62,628
What is Money's NAICS code?
Money's NAICS: 52,523
How many employees does Money have?
Money has 1-10 employees
What industry does Money belong to?
Money is in the industry of: Finance, Securities Trading
What is Money competition?
Money top competitors include: Eagle Retirement & Financial Advisors, Financial Eagle, Financial Reserve, Polaris Private Wealth
What technology does Money use?
Some of the popular technologies that Money uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Money?
Money contact info: Phone number: (765) 865-8999 Website: www.cpckokomo.com
What does Money do?

Comprehensive Planning Corp specializes in financial planning services aimed at guiding clients from their current financial situation to their desired goals within a specified timeframe. The company emphasizes excellence and integrity in its operations since 1993, providing strategic and wise financial advice. Their ideal clients are individuals s... eeking personalized financial guidance to achieve significant life moments. Comprehensive Planning Corp operates as an independent advisor and is associated with LPL Financial for investment services.Read More

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

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