Peconic Asset Planning

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

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Overview

Headquarters

53 Lake Ave, Riverhead, New York, 11901,...

Phone Number

(631) 369-8877

Revenue

<$5 Million

Industry

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

About Peconic Asset Planning

Founded in 2002, Peconic Asset Planning specializes in professional financial planning services tailored for both businesses and individuals. Their offerings include life, long-term care, and disability insurance, as well as fixed-rate annuities, stocks, bonds, and mutual funds. The company primarily serves small and medium-sized enterprises by assisting them in understanding and implementing employee benefit plans. With a dedicated team, Peconic Asset Planning aims to provide quality financial services to help clients achieve their financial goals.Explore more
Popular SearchesPeconic Asset Planning IncPeconic Asset Management IncPeconic Asset PlanningPeconic Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Peconic Asset Planning Org Chart

PhoneEmail
KS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peconic Asset Planning

<$5M
1-10
Private
-
2002
KS
Kristen SavageOffice Manager
<$5M
11-50
Private
-
2017
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
PD
Phyllis DukesOffice Manager
<$5M
1-10
Private
-
-
KC
Kevin CareyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
NG
Neil GreenbergCEO, Financial & Investment Planner & Advisor
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Peconic Asset Planning Tech Stack

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Frequently Asked Questions Regarding Peconic Asset Planning

What is Peconic Asset Planning's official website?
Peconic Asset Planning's official website is www.peconicassetplanning.com
What is Peconic Asset Planning's Revenue?
Peconic Asset Planning's revenue is <$5 Million
What is Peconic Asset Planning's SIC code?
Peconic Asset Planning's SIC: 62,628
What is Peconic Asset Planning's NAICS code?
Peconic Asset Planning's NAICS: 52,523
How many employees does Peconic Asset Planning have?
Peconic Asset Planning has 1-10 employees
What industry does Peconic Asset Planning belong to?
Peconic Asset Planning is in the industry of: Finance, Insurance, Securities Trading
What is Peconic Asset Planning competition?
Peconic Asset Planning top competitors include: Pathway Financial Strategies, Michael S Purdy, Young Capital, Liberty United Financial
What technology does Peconic Asset Planning use?
Some of the popular technologies that Peconic Asset Planning uses are: WordPress.org, PHP, Google Font API, Font Awesome
How do I contact Peconic Asset Planning?
Peconic Asset Planning contact info: Phone number: (631) 369-8877 Website: www.peconicassetplanning.com
What does Peconic Asset Planning do?

Founded in 2002, Peconic Asset Planning specializes in professional financial planning services tailored for both businesses and individuals. Their offerings include life, long-term care, and disability insurance, as well as fixed-rate annuities, stocks, bonds, and mutual funds. The company primarily serves small and medium-sized enterprises by ass... isting them in understanding and implementing employee benefit plans. With a dedicated team, Peconic Asset Planning aims to provide quality financial services to help clients achieve their financial goals.Read More

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

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