Perk Planning
Business Services · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
2025 Perk Planning, Wauwatosa, Wisconsin...Website
www.perkplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Perk Planning
Perk Planning provides financial planning services focused on the client's needs without product sales or pressure, operating on an hourly fee basis. They emphasize fiduciary care, ensuring that clients' goals and priorities drive the planning process. The firm caters to a diverse clientele, offering tailored advice regardless of portfolio size, and maintains a commitment to privacy and transparency. Their approach fosters long-term relationships while also accommodating one-time consultations.Explore more
Perk Planning Org Chart
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Activity Insights
Perk Planning is experiencing very low activity levels compared to other companies in the Business Services sector.
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Perk Planning provides financial planning services focused on the client's needs without product sales or pressure, operating on an hourly fee basis. They emphasize fiduciary care, ensuring that clients' goals and priorities drive the planning process. The firm caters to a diverse clientele, offering tailored advice regardless of portfolio size, an... Read More
