PC Planning & Benefits

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

12 Rocklyn Ct Ste 101B, West Simsbury, C...

Phone Number

(860) 651-1569

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 PC Planning & Benefits

P.C. Planning & Benefits, Inc. offers a range of financial services including retirement planning, investment strategies, estate planning, insurance, and tax advice. The company primarily serves business owners, physicians, and professional women, helping them navigate financial challenges and optimize their financial futures. They provide resources such as eBooks, videos, and tools to educate clients on investment and financial planning. With a focus on personalized strategies, they aim to enhance retirement income and reduce expenses for their clients.Explore more
PC Planning & Benefits's Social MediaPopular SearchesPc Planning & Benefits IncPC Planning & BenefitsPc planning benefits IncPlanning Benefits IncC Planning Benefits IncSIC Code 62,628NAICS Code 52,523Show more

PC Planning & Benefits Org Chart

PC
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President & Chief Executive Officer

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PC Planning & Benefits

<$5M
1-10
Private
-
1985
PC
Peter CohenPresident & CEO
$6.2M
11-50
Private
-
2005
$5.7M
11-50
Private
-
2010
KH
Kay HerringDirector, Operations
$5.5M
11-50
Private
-
-
JL
Julie LoPrestiRepresentative Assistant
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
1-10
Private
-
2016
KC
Kiara CarltonAdministrative Manager
<$5M
1-10
Private
-
2017
NM
Nicholas McClearyPresident & Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PC Planning & Benefits is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

PC Planning & Benefits Tech Stack

A closer look at the technologies used by PC Planning & Benefits

Top Finance Companies

Frequently Asked Questions Regarding PC Planning & Benefits

What is PC Planning & Benefits's official website?
PC Planning & Benefits's official website is www.pcplanning.com
What is PC Planning & Benefits's Revenue?
PC Planning & Benefits's revenue is <$5 Million
What is PC Planning & Benefits's SIC code?
PC Planning & Benefits's SIC: 62,628
What is PC Planning & Benefits's NAICS code?
PC Planning & Benefits's NAICS: 52,523
How many employees does PC Planning & Benefits have?
PC Planning & Benefits has 1-10 employees
What industry does PC Planning & Benefits belong to?
PC Planning & Benefits is in the industry of: Finance, Securities Trading
What is PC Planning & Benefits competition?
PC Planning & Benefits top competitors include: United Professional Advisors, UCL Financial Group, Provident Wealth Management Group, Upstreet Financial Advisors
What technology does PC Planning & Benefits use?
Some of the popular technologies that PC Planning & Benefits uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Datadog
How do I contact PC Planning & Benefits?
PC Planning & Benefits contact info: Phone number: (860) 651-1569 Website: www.pcplanning.com
What does PC Planning & Benefits do?

P.C. Planning & Benefits, Inc. offers a range of financial services including retirement planning, investment strategies, estate planning, insurance, and tax advice. The company primarily serves business owners, physicians, and professional women, helping them navigate financial challenges and optimize their financial futures. They provide resource... s such as eBooks, videos, and tools to educate clients on investment and financial planning. With a focus on personalized strategies, they aim to enhance retirement income and reduce expenses for their clients.Read More

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

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