National Planning Associates

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

28 Corporate Dr Ste 100, Halfmoon, New Y...

Phone Number

(518) 383-2907

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 National Planning Associates

Flex Financial Planning offers comprehensive financial planning services, including retirement, investment, estate, insurance, and tax planning. The firm is led by certified financial planners who aim to help clients achieve peace of mind regarding their financial futures. They provide personalized consultations and resources to address individual financial concerns. Their target clients include individuals seeking professional guidance in managing their financial health.Explore more
National Planning Associates's Social MediaPopular SearchesNational Planning Associates Incflexfinancialplanning.comAdvisor LaunchpadFlex Financial PlanningNancy Flint - Budde CFPSIC Code 62,628NAICS Code 52,523Show more

National Planning Associates Org Chart

PhoneEmail
RS
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Operations & Compliance Associate

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JS
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Executive Assistant

PhoneEmail
HH
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Financial Advisor

PhoneEmail
RL
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Certified Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

National Planning Associa...

<$5M
1-10
Private
-
2015
RS
Rheagan ScribnerOperations & Compliance Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
SW
Stephanie WalpoleManager, Client Services
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
1988
LL
Lyse LepineDirector, Information Technology & Marketing
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2015
NS
Nicholas SmithFinancial Consultant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

National Planning Associates Tech Stack

A closer look at the technologies used by National Planning Associates

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Frequently Asked Questions Regarding National Planning Associates

What is National Planning Associates's official website?
National Planning Associates's official website is www.flexfinancialplanning.com
What is National Planning Associates's Revenue?
National Planning Associates's revenue is <$5 Million
What is National Planning Associates's SIC code?
National Planning Associates's SIC: 62,628
What is National Planning Associates's NAICS code?
National Planning Associates's NAICS: 52,523
How many employees does National Planning Associates have?
National Planning Associates has 1-10 employees
What industry does National Planning Associates belong to?
National Planning Associates is in the industry of: Finance, Securities Trading
What is National Planning Associates competition?
National Planning Associates top competitors include: Smith Wealth Management Group TX, Lepine Financial Advisors, Delmarva Financial Group, Lifestages Financial Services
What technology does National Planning Associates use?
Some of the popular technologies that National Planning Associates uses are: CSC Corporate Domains, Cloudflare Website Optimization, Cloudflare CDN, Proofpoint
How do I contact National Planning Associates?
National Planning Associates contact info: Phone number: (518) 383-2907 Website: www.flexfinancialplanning.com
What does National Planning Associates do?

Flex Financial Planning offers comprehensive financial planning services, including retirement, investment, estate, insurance, and tax planning. The firm is led by certified financial planners who aim to help clients achieve peace of mind regarding their financial futures. They provide personalized consultations and resources to address individual... financial concerns. Their target clients include individuals seeking professional guidance in managing their financial health.Read More

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

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