Paddock Financial Planning

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

400 Foam St Ste C, Monterey, California,...

Phone Number

(831) 655-2700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Paddock Financial Planning

Paddock Financial Planning is a financial advisory firm based in Monterey, CA, specializing in personalized financial planning services. They offer a range of services including retirement planning, estate and charitable giving, and comprehensive financial planning tailored to the unique needs of individuals, families, and institutions. The firm aims to provide clients with confidence in their financial decisions and support them through various life transitions. Their target clients include retirees, women investors, families, and individuals seeking to manage sudden wealth.Explore more
Popular SearchesPaddock Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Paddock Financial Planning Org Chart

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Owner, Paddock Financial Planning. Financial ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paddock Financial Plannin...

<$5M
11-50
Private
-
-
MP
Melissa PaddockOwner, Paddock Financial Planning. Financial Advisor, RJFS
<$5M
11-50
Private
-
2023
<$5M
11-50
Private
-
2022
RS
Raman SoodReal Estate Specialist
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

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Low Activity

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Activity Insights

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

What does this means?

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

Paddock Financial Planning Tech Stack

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Frequently Asked Questions Regarding Paddock Financial Planning

What is Paddock Financial Planning's official website?
Paddock Financial Planning's official website is www.paddockfinancialplanning.com
What is Paddock Financial Planning's Revenue?
Paddock Financial Planning's revenue is <$5 Million
What is Paddock Financial Planning's SIC code?
Paddock Financial Planning's SIC: 62,628
What is Paddock Financial Planning's NAICS code?
Paddock Financial Planning's NAICS: 52,523
How many employees does Paddock Financial Planning have?
Paddock Financial Planning has 11-50 employees
What industry does Paddock Financial Planning belong to?
Paddock Financial Planning is in the industry of: Finance, Securities Trading
What is Paddock Financial Planning competition?
Paddock Financial Planning top competitors include: ABB Wealth Strategies, Global Dynamic Savings Group, Southwood Financial, Grow Together Solutions
What technology does Paddock Financial Planning use?
Some of the popular technologies that Paddock Financial Planning uses are: Ruxit, YouTube, Vimeo, Google Tag Manager
How do I contact Paddock Financial Planning?
Paddock Financial Planning contact info: Phone number: (831) 655-2700 Website: www.paddockfinancialplanning.com
What does Paddock Financial Planning do?

Paddock Financial Planning is a financial advisory firm based in Monterey, CA, specializing in personalized financial planning services. They offer a range of services including retirement planning, estate and charitable giving, and comprehensive financial planning tailored to the unique needs of individuals, families, and institutions. The firm ai... ms to provide clients with confidence in their financial decisions and support them through various life transitions. Their target clients include retirees, women investors, families, and individuals seeking to manage sudden wealth.Read More

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

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