Plan With Rick

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1550 W Walnut Hill Ln 100, Irving, Texas...

Phone Number

(972) 753-4445

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
1
1
1

About Plan With Rick

Rick Baird Home Guidance specializes in financial planning, investment strategies, and insurance reviews to help clients navigate their financial paths. The company offers services such as asset mapping, risk assessment through investment quizzes, and policy reviews to protect families. Their target clients include individuals seeking to achieve their financial goals and secure their financial future. Based in Irving, Texas, they provide personalized guidance to ensure clients can focus on what matters most in their lives.Explore more
Plan With Rick's Social MediaPopular SearchesPlan With Rickplanwithrick.comRick BairdSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plan With Rick

<$5M
1-10
Private
-
-
N/A
$5.4M
11-50
Private
-
2012
PH
Pj HoranChief Financial Officer & Senior Partner
<$5M
1-10
Private
-
2005
NL
Nancy LindseyVice President, Operations
<$5M
1-10
Private
-
-
AG
Ashley GrahamManager, Branch Operations
<$5M
1-10
Private
-
-
IZ
Ida ZhuLpl Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
DV
Donald VaughtFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plan With Rick Tech Stack

A closer look at the technologies used by Plan With Rick

Top Finance Companies

Frequently Asked Questions Regarding Plan With Rick

What is Plan With Rick's official website?
Plan With Rick's official website is www.planwithrick.com
What is Plan With Rick's Revenue?
Plan With Rick's revenue is <$5 Million
What is Plan With Rick's SIC code?
Plan With Rick's SIC: 62,628
What is Plan With Rick's NAICS code?
Plan With Rick's NAICS: 52,523
How many employees does Plan With Rick have?
Plan With Rick has 1-10 employees
What industry does Plan With Rick belong to?
Plan With Rick is in the industry of: Finance, Insurance, Securities Trading
What is Plan With Rick competition?
Plan With Rick top competitors include: cmzwealthstrategies.com, RD's Financial Strategies, Highlander Financial Group, Forbes Financial Group
What technology does Plan With Rick use?
Some of the popular technologies that Plan With Rick uses are: GoDaddy DNS, Amazon Web Hosting
How do I contact Plan With Rick?
Plan With Rick contact info: Phone number: (972) 753-4445 Website: www.planwithrick.com
What does Plan With Rick do?

Rick Baird Home Guidance specializes in financial planning, investment strategies, and insurance reviews to help clients navigate their financial paths. The company offers services such as asset mapping, risk assessment through investment quizzes, and policy reviews to protect families. Their target clients include individuals seeking to achieve th... eir financial goals and secure their financial future. Based in Irving, Texas, they provide personalized guidance to ensure clients can focus on what matters most in their lives.Read More

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

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