Plan 4 Financial Design

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

4000 S Sprinkle Rd, Kalamazoo, Michigan,...

Phone Number

(269) 552-4200

Revenue

<$5 Million

Industry

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

About Plan 4 Financial Design

Plan 4 Financial is a wealth management firm based in Kalamazoo, MI, offering comprehensive financial services including estate planning, insurance review, tax planning, investment management, and retirement planning. The company prides itself on building long-term, trusted relationships with clients, focusing on their individual goals and aspirations rather than product sales. With a commitment to independence and transparency, Plan 4 Financial aims to simplify complex financial concepts and provide honest advice. Their target clients include individuals seeking personalized financial planning and investment management to navigate various life milestones.Explore more
Popular SearchesPlan 4 Financial DesignPlan 4 Financialplan4fin.comPlan 4 Financial Design LLCSIC Code 62,628NAICS Code 52,523Show more

Plan 4 Financial Design Org Chart

PhoneEmail
JG
United States flag for contact location.

Senior Account Executive

PhoneEmail
BM
United States flag for contact location.

Insurance & Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plan 4 Financial Design

<$5M
1-10
Private
-
1994
JG
Jeffrey GrantSenior Account Executive
$6M
11-50
Private
-
-
JC
Julie CottlesOffice Manager
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
2003
CP
Chris PfeifferRegistered Sales Assistant
<$5M
1-10
Private
-
1974
KD
Kristen DomianoSenior Operations Specialist
<$5M
1-10
Private
-
-
TS
Tamara SchaeferInvestment Advisor & Representative
<$5M
1-10
Private
-
2000
BJ
Barry JohnstonFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Plan 4 Financial Design is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Plan 4 Financial Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plan 4 Financial Design.

Plan 4 Financial Design Tech Stack

A closer look at the technologies used by Plan 4 Financial Design

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Frequently Asked Questions Regarding Plan 4 Financial Design

What is Plan 4 Financial Design's official website?
Plan 4 Financial Design's official website is www.plan4fin.com
What is Plan 4 Financial Design's Revenue?
Plan 4 Financial Design's revenue is <$5 Million
What is Plan 4 Financial Design's SIC code?
Plan 4 Financial Design's SIC: 62,628
What is Plan 4 Financial Design's NAICS code?
Plan 4 Financial Design's NAICS: 52,523
How many employees does Plan 4 Financial Design have?
Plan 4 Financial Design has 1-10 employees
What industry does Plan 4 Financial Design belong to?
Plan 4 Financial Design is in the industry of: Finance, Securities Trading
What is Plan 4 Financial Design competition?
Plan 4 Financial Design top competitors include: Branch Financial Services, Cetera Investment Management, Harlan Miller & Associates, Brannen & Lyle Investment
What technology does Plan 4 Financial Design use?
Some of the popular technologies that Plan 4 Financial Design uses are: Cloudflare Website Optimization, Neustar UltraDNS, Microsoft 365, Google Tag Manager
How do I contact Plan 4 Financial Design?
Plan 4 Financial Design contact info: Phone number: (269) 552-4200 Website: www.plan4fin.com
What does Plan 4 Financial Design do?

Plan 4 Financial is a wealth management firm based in Kalamazoo, MI, offering comprehensive financial services including estate planning, insurance review, tax planning, investment management, and retirement planning. The company prides itself on building long-term, trusted relationships with clients, focusing on their individual goals and aspirati... ons rather than product sales. With a commitment to independence and transparency, Plan 4 Financial aims to simplify complex financial concepts and provide honest advice. Their target clients include individuals seeking personalized financial planning and investment management to navigate various life milestones.Read More

Is Plan 4 Financial Design a public company?
Plan 4 Financial Design is private company therefore does not currently have an official ticker symbol
See more information about Plan 4 Financial Design

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