Plan 4

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

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Overview

Headquarters

350 Old Country Rd Ste 101, Garden City,...

Phone Number

(516) 539-1681

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Plan 4

Plan 4, Inc. is a multigenerational financial planning firm based in Garden City, NY, dedicated to providing personalized financial advice to individuals, families, and business owners. The firm specializes in various aspects of financial planning, including budgeting, college and retirement planning, and wealth preservation. With a commitment to transparency and building long-lasting client relationships, Plan 4 aims to simplify complex financial issues and help clients achieve their financial goals. Recognized among the top 1% of advisors at LPL Financial, Plan 4 emphasizes a straightforward approach to financial planning.Explore more
Plan 4's Social MediaPopular SearchesPlan 4 Incplan4financial.comDan Robinson - Investment Advisor RepresentativePlan 4 Insurance Services IncSIC Code 62,628NAICS Code 52,523Show more

Plan 4 Org Chart

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Lpl Financial Advisor

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Independent Certified Financial Planner & Pro...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plan 4

<$5M
1-10
Private
-
2016
AM
Amanda MurrayManaging Director
<$5M
1-10
Private
-
2019
SK
Suzanne KimpelChief Operating Officer
<$5M
1-10
Private
-
1974
<$5M
1-10
Private
-
2011
JS
Julie SparrowOffice Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
<$5M
2013
SV
Stephanie VailClient Service Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plan 4 Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Plan 4

What is Plan 4's official website?
Plan 4's official website is www.plan4financial.com
What is Plan 4's Revenue?
Plan 4's revenue is <$5 Million
What is Plan 4's SIC code?
Plan 4's SIC: 62,628
What is Plan 4's NAICS code?
Plan 4's NAICS: 52,523
How many employees does Plan 4 have?
Plan 4 has 1-10 employees
What industry does Plan 4 belong to?
Plan 4 is in the industry of: Finance, Securities Trading
What is Plan 4 competition?
Plan 4 top competitors include: Crosspoint Financial Advisors, Duncan Investment Partners, WG Financial, Wealth Insight Partners
What technology does Plan 4 use?
Some of the popular technologies that Plan 4 uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, On-Site
How do I contact Plan 4?
Plan 4 contact info: Phone number: (516) 539-1681 Website: www.plan4financial.com
What does Plan 4 do?

Plan 4, Inc. is a multigenerational financial planning firm based in Garden City, NY, dedicated to providing personalized financial advice to individuals, families, and business owners. The firm specializes in various aspects of financial planning, including budgeting, college and retirement planning, and wealth preservation. With a commitment to t... ransparency and building long-lasting client relationships, Plan 4 aims to simplify complex financial issues and help clients achieve their financial goals. Recognized among the top 1% of advisors at LPL Financial, Plan 4 emphasizes a straightforward approach to financial planning.Read More

What are Plan 4 social media links?
Plan 4 Linkedin page Plan 4 Facebook page
Is Plan 4 a public company?
Plan 4 is private company therefore does not currently have an official ticker symbol
See more information about Plan 4

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