Personal Financial Planning

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

3536 Brambleton Ave Ste 8A, Roanoke, Vir...

Phone Number

(540) 774-8700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Personal Financial Planning

Personal Financial Planning, Inc. is a financial planning and investment management firm based in Roanoke, Virginia, dedicated to helping clients grow and preserve their assets while providing for their families and enjoying retirement. With over 30 years of experience, the company offers personalized services that include financial assessments and tailored newsletters to meet individual interests. They emphasize the importance of a comprehensive financial strategy and provide complimentary account aggregation with weekly summaries. Their approach combines a deep understanding of client needs with high-quality professional service.Explore more
Personal Financial Planning's Social MediaPopular SearchesPersonal Financial Planning IncFinancial Planning LLCPersonal Financial Planning LLCFinancial Planning IncPersonal Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Personal Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personal Financial Planni...

<$5M
1-10
Private
-
1982
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
11-50
Private
-
1992
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
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Company Profile Activity

i

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Activity Insights

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

What does this means?

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

Personal Financial Planning Tech Stack

A closer look at the technologies used by Personal Financial Planning

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Frequently Asked Questions Regarding Personal Financial Planning

What is Personal Financial Planning's official website?
Personal Financial Planning's official website is www.pfplans.com
What is Personal Financial Planning's Revenue?
Personal Financial Planning's revenue is <$5 Million
What is Personal Financial Planning's SIC code?
Personal Financial Planning's SIC: 62,628
What is Personal Financial Planning's NAICS code?
Personal Financial Planning's NAICS: 52,523
How many employees does Personal Financial Planning have?
Personal Financial Planning has 1-10 employees
What industry does Personal Financial Planning belong to?
Personal Financial Planning is in the industry of: Finance, Securities Trading
What is Personal Financial Planning competition?
Personal Financial Planning top competitors include: Sterling Total Wealth Solutions, Provident Wealth Advisors, Kassouf Wealth Advisors, Stratos Wealth Advisors
What technology does Personal Financial Planning use?
Some of the popular technologies that Personal Financial Planning uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Personal Financial Planning?
Personal Financial Planning contact info: Phone number: (540) 774-8700 Website: www.pfplans.com
What does Personal Financial Planning do?

Personal Financial Planning, Inc. is a financial planning and investment management firm based in Roanoke, Virginia, dedicated to helping clients grow and preserve their assets while providing for their families and enjoying retirement. With over 30 years of experience, the company offers personalized services that include financial assessments and... tailored newsletters to meet individual interests. They emphasize the importance of a comprehensive financial strategy and provide complimentary account aggregation with weekly summaries. Their approach combines a deep understanding of client needs with high-quality professional service.Read More

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

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