Penn Wealth Planning

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

6444 Lower York Rd, New Hope, Pennsylvan...

Phone Number

(215) 862-7080

Revenue

$5.3 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Penn Wealth Planning

About Penn Wealth Planning, LLC: Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus on your best interests at all times. We take the time to learn about you, your goals and objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. These are just a few of the considerations that differentiate Penn Wealth Planning and contribute to our exceptional reputation for developing meaningful, long-term client relationships built on trust. About LPL Financial: LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seekingRead more
Penn Wealth Planning's Social MediaPopular SearchesPenn Wealth PlanningPenn Wealth Planning LLCPenn Wealth Management LLCPenn Wealth AdvisorsPenn Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Penn Wealth Planning Org Chart

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Client Service Coordinator

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Compare Similar Companies to Penn Wealth Planning

Compare insights from companies similar to Penn Wealth Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Penn Wealth Planning

$5.3M
1-10
Private
-
2003
BO
Brett OsbornClient Service Coordinator
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Penn Wealth Planning Tech Stack

A closer look at the technologies used by Penn Wealth Planning

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Frequently Asked Questions Regarding Penn Wealth Planning

What is Penn Wealth Planning's official website?
Penn Wealth Planning's official website is www.pennwealth.com
What is Penn Wealth Planning's Revenue?
Penn Wealth Planning's revenue is $5.3 Million
What is Penn Wealth Planning's SIC code?
Penn Wealth Planning's SIC: 62,628
What is Penn Wealth Planning's NAICS code?
Penn Wealth Planning's NAICS: 52,523
How many employees does Penn Wealth Planning have?
Penn Wealth Planning has 1-10 employees
What industry does Penn Wealth Planning belong to?
Penn Wealth Planning is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Penn Wealth Planning competition?
Penn Wealth Planning top competitors include: Ratcliff Financial Services, Fulcrum Wealth Advisors, Sterling Total Wealth Solutions, Core Wealth Management
What technology does Penn Wealth Planning use?
Some of the popular technologies that Penn Wealth Planning uses are: Sentry, Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Penn Wealth Planning?
Penn Wealth Planning contact info: Phone number: (215) 862-7080 Website: www.pennwealth.com
What does Penn Wealth Planning do?

About Penn Wealth Planning, LLC: Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus on your best interests at all times. We take the time to learn about you, your goals and objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. These a... re just a few of the considerations that differentiate Penn Wealth Planning and contribute to our exceptional reputation for developing meaningful, long-term client relationships built on trust. About LPL Financial: LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.Read More

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

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