Plan Accordingly Powered

Finance · Maryland, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

309 3rd St, Annapolis, Maryland, 21403, ...

Phone Number

(410) 348-1499

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 Accordingly Powered

Accordant Advisory Group offers comprehensive financial guidance with a focus on retirement planning, investment management, and wealth and legacy planning. With over 30 years of experience, they provide tailored strategies to help clients navigate their financial journeys and achieve their long-term goals. Their services cater to individuals, families, and business owners, ensuring a personalized approach to financial management. The firm emphasizes building lasting relationships to protect and grow clients' financial legacies.Explore more
Plan Accordingly Powered's Social MediaPopular SearchesPlan Accordingly PoweredSIC Code 62,628NAICS Code 52,523Show more

Plan Accordingly Powered Org Chart

PhoneEmail
DM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Plan Accordingly Powered your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Plan Accordingly Powered

Compare insights from companies similar to Plan Accordingly Powered, 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

Plan Accordingly Powered

<$5M
1-10
Private
-
-
DM
David McKeeFinancial Advisor
$13.7M
11-50
Private
-
1989
Fred Coats, Chief Compliance Officer at Kornitzer Capital Management
Fred CoatsChief Compliance Officer
<$5M
1-10
Private
-
1987
Scott Wynant, Managing Director at Crossmark Wealth Management
Scott WynantManaging Director
<$5M
11-50
Private
-
-
CL
Caitie LeibmanLeibman Financial Services CEO & President
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2011
MS
Michael SabreChief Compliance Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plan Accordingly Powered Tech Stack

A closer look at the technologies used by Plan Accordingly Powered

Top Finance Companies

Frequently Asked Questions Regarding Plan Accordingly Powered

What is Plan Accordingly Powered's official website?
Plan Accordingly Powered's official website is www.planaccordingly.com
What is Plan Accordingly Powered's Revenue?
Plan Accordingly Powered's revenue is <$5 Million
What is Plan Accordingly Powered's SIC code?
Plan Accordingly Powered's SIC: 62,628
What is Plan Accordingly Powered's NAICS code?
Plan Accordingly Powered's NAICS: 52,523
How many employees does Plan Accordingly Powered have?
Plan Accordingly Powered has 1-10 employees
What industry does Plan Accordingly Powered belong to?
Plan Accordingly Powered is in the industry of: Finance, Securities Trading
What is Plan Accordingly Powered competition?
Plan Accordingly Powered top competitors include: Evanson Asset Management, Golden Butterfly, Kornitzer Capital Management, Princeton Fund Advisors
What technology does Plan Accordingly Powered use?
Some of the popular technologies that Plan Accordingly Powered uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Plan Accordingly Powered?
Plan Accordingly Powered contact info: Phone number: (410) 348-1499 Website: www.planaccordingly.com
What does Plan Accordingly Powered do?

Accordant Advisory Group offers comprehensive financial guidance with a focus on retirement planning, investment management, and wealth and legacy planning. With over 30 years of experience, they provide tailored strategies to help clients navigate their financial journeys and achieve their long-term goals. Their services cater to individuals, fami... lies, and business owners, ensuring a personalized approach to financial management. The firm emphasizes building lasting relationships to protect and grow clients' financial legacies.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.