Nationwide Planning Associates
Likely to Engage tag.Highly Engaged Employees

Finance · New Jersey, United States · 51-200 Employees

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Overview

Headquarters

115 W Century Rd Ste 360, Paramus, New J...

Phone Number

(201) 476-0029

Revenue

$23.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
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Jul
Aug
ZI Rank
1
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2
2
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2

About Nationwide Planning Associates

Nationwide Planning Associates, Inc. specializes in providing comprehensive financial planning services and wealth management products tailored for investors and financial advisors. The company focuses on goals-based financial planning, ensuring the safety of client assets while offering a range of tools and resources to enhance advisor productivity. Their intended clients include individual investors, financial advisors, and financial institutions seeking support in business development, marketing, and compliance. Nationwide Planning is committed to revolutionizing the advisor-client experience through innovative solutions and dedicated support.Explore more
Nationwide Planning Associates's Social MediaPopular SearchesNationwide Planning Associates IncNationwide Planning AssociatesNPA Insurance Agency IncNationwide PlanningNationwide Planning AssiciatesSIC Code 62,628NAICS Code 52,523Show more

Nationwide Planning Associates Org Chart

MK
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Chief Executive Officer

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JC
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Chief Compliance Officer

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MK
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Operations & Compliance Principal

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JS
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Operations & Compliance Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nationwide Planning Assoc...

$23.2M
51-200
Private
-
1992
$58.1M
51-200
Private
<$5M
2010
PC
Patrick CrilleyManager, Private Wealth & Vice President, Investments
$26.2M
51-200
Private
<$5M
1978
DB
Donald BeesleyInterim President
$10.2M
11-50
Private
-
1884
CK
Craig KeleherChief Financial Officer
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.1M
11-50
Private
-
1985
N/A
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Nationwide Planning Associates Tech Stack

A closer look at the technologies used by Nationwide Planning Associates

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Frequently Asked Questions Regarding Nationwide Planning Associates

What is Nationwide Planning Associates's official website?
Nationwide Planning Associates's official website is www.nationwideplanning.com
What is Nationwide Planning Associates's Revenue?
Nationwide Planning Associates's revenue is $23.2 Million
What is Nationwide Planning Associates's SIC code?
Nationwide Planning Associates's SIC: 62,628
What is Nationwide Planning Associates's NAICS code?
Nationwide Planning Associates's NAICS: 52,523
How many employees does Nationwide Planning Associates have?
Nationwide Planning Associates has 51-200 employees
What industry does Nationwide Planning Associates belong to?
Nationwide Planning Associates is in the industry of: Finance, Securities Trading
What is Nationwide Planning Associates competition?
Nationwide Planning Associates top competitors include: Badger Bank, Sachs Financial Servic, Cabot Lodge Securities, Magruder Color
What technology does Nationwide Planning Associates use?
Some of the popular technologies that Nationwide Planning Associates uses are: Microsoft 365, Sectigo, The USERTRUST Network, jQuery Migrate
How do I contact Nationwide Planning Associates?
Nationwide Planning Associates contact info: Phone number: (201) 476-0029 Website: www.nationwideplanning.com
What does Nationwide Planning Associates do?

Nationwide Planning Associates, Inc. specializes in providing comprehensive financial planning services and wealth management products tailored for investors and financial advisors. The company focuses on goals-based financial planning, ensuring the safety of client assets while offering a range of tools and resources to enhance advisor productivit... y. Their intended clients include individual investors, financial advisors, and financial institutions seeking support in business development, marketing, and compliance. Nationwide Planning is committed to revolutionizing the advisor-client experience through innovative solutions and dedicated support.Read More

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

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