PlanFirst
Finance · New Hampshire, United States · 1-10 Employees
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Overview
Headquarters
36 Country Club Rd Unit 926, Gilford, Ne...Website
www.planfirstperiod.comRevenue
<$5 MillionIndustry
About PlanFirst
PlanFirst, LLC provides comprehensive financial planning services aimed at helping clients achieve their personal and financial goals. They focus on retirement planning, estate strategy, investment management, and education on financial wellness, catering to individuals and families seeking organized and proactive financial advice. As a fee-only fiduciary, they prioritize client interests and offer tailored strategies through a three-step process of design, build, and support. Their resources include various planning hubs and educational materials to empower clients in making informed financial decisions.Explore more
PlanFirst Org Chart
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PlanFirst Tech Stack
A closer look at the technologies used by PlanFirst
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PlanFirst, LLC provides comprehensive financial planning services aimed at helping clients achieve their personal and financial goals. They focus on retirement planning, estate strategy, investment management, and education on financial wellness, catering to individuals and families seeking organized and proactive financial advice. As a fee-only fi... Read More
