Pearl Planning

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

8031 Main St Ste 302, Dexter, Michigan, ...

Phone Number

(734) 274-6744

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
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1
1
1

About Pearl Planning

Pearl Planning is a woman-owned financial advisory firm based in Dexter, MI, specializing in financial planning, retirement planning, divorce planning, and investment management. The firm caters to clients with complex financial needs, including high-income earners, parents, and those preparing for significant financial transitions. All advisors at Pearl Planning are CERTIFIED FINANCIAL PLANNERs and fiduciaries, ensuring clients receive trustworthy and personalized advice. While primarily serving clients in Michigan, Pearl Planning also offers virtual services to clients across 26 states in the USA.Explore more
Pearl Planning's Social MediaPopular SearchesPearl PlanningMelissa Fradenburg of Pearl PlanningPearlplanningGPPearl Planning LLCPink Pearl Plan LLCSIC Code 62,628NAICS Code 52,523Show more

Pearl Planning Org Chart

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Chief Operating Officer

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Manager, Process & Systems

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pearl Planning

<$5M
1-10
Private
-
2018
AC
Alyssa CalhounChief Operating Officer
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
$5.7M
11-50
Private
-
1983
MB
Mark BainManaging Director, Senior Wealth Advisor
<$5M
1-10
Private
-
2017
MS
Matthew SmithField Supervisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pearl Planning Tech Stack

A closer look at the technologies used by Pearl Planning

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Frequently Asked Questions Regarding Pearl Planning

What is Pearl Planning's official website?
Pearl Planning's official website is www.pearlplan.com
What is Pearl Planning's Revenue?
Pearl Planning's revenue is <$5 Million
What is Pearl Planning's SIC code?
Pearl Planning's SIC: 62,628
What is Pearl Planning's NAICS code?
Pearl Planning's NAICS: 52,523
How many employees does Pearl Planning have?
Pearl Planning has 1-10 employees
What industry does Pearl Planning belong to?
Pearl Planning is in the industry of: Finance, Securities Trading
What is Pearl Planning competition?
Pearl Planning top competitors include: Goodrich and Associates, Stockade Wealth Management, Reynolds Wealth Management, Ascential Wealth
What technology does Pearl Planning use?
Some of the popular technologies that Pearl Planning uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Pearl Planning?
Pearl Planning contact info: Phone number: (734) 274-6744 Website: www.pearlplan.com
What does Pearl Planning do?

Pearl Planning is a woman-owned financial advisory firm based in Dexter, MI, specializing in financial planning, retirement planning, divorce planning, and investment management. The firm caters to clients with complex financial needs, including high-income earners, parents, and those preparing for significant financial transitions. All advisors at... Pearl Planning are CERTIFIED FINANCIAL PLANNERs and fiduciaries, ensuring clients receive trustworthy and personalized advice. While primarily serving clients in Michigan, Pearl Planning also offers virtual services to clients across 26 states in the USA.Read More

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

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