Planned Futures

Insurance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2350 E 3rd St Ste 6, Williamsport, Penns...

Phone Number

(570) 322-8407

Revenue

$5.9 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
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About Planned Futures

Planned Futures of America, Inc. was founded in 1965, Our mission is to contribute to the continued well being and financial security of our clients, both business and personal. Customer service is always our first priority. Planned Futures of America, Inc. has been successful in working with small to mid-size businesses and individuals to establish benefit plans. Strategies are designed with the client in mind, matching products and services in response to their specific needs. The success and effectiveness of a quality employee benefit program is a result of superior Customer Service, Communication and Design. We are licensed to sell insurance in the following states: Arizona, Florida, Illinois, Michigan, North Carolina, Virginia, Wisconsin We cannot communicate with, nor respond to requests from users who reside in states where we are not licesed to conduct insurance business. We are registered to offer securities in the following states: Arizona, California, Colorado, Florida, IlliRead more
Planned Futures's Social MediaPopular SearchesPlanned Futures LLCPlanned FuturesPlanned Futures IncPlanned Futures of America IncPlanned Futures CorpSIC Code 64,641NAICS Code 52,524Show more

Planned Futures Org Chart

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Chief Investment Officer

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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planned Futures

$5.9M
11-50
Private
-
1998
BA
Brian AndrewChief Investment Officer
$8.5M
11-50
Private
-
1989
$7.1M
11-50
Private
-
1994
SO
Shawn OrserExecutive Vice President
<$5M
1-10
Private
-
1971
JS
Janis SchrinerInvestments Client Service Specialist
<$5M
1-10
Private
-
1973
KS
Kyle ShortOwner and President
<$5M
1-10
Private
-
1999
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Planned Futures is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Planned Futures is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Planned Futures.

Planned Futures Tech Stack

A closer look at the technologies used by Planned Futures

Top Insurance Companies

Frequently Asked Questions Regarding Planned Futures

What is Planned Futures's official website?
Planned Futures's official website is www.planned-futures.com
What is Planned Futures's Revenue?
Planned Futures's revenue is $5.9 Million
What is Planned Futures's SIC code?
Planned Futures's SIC: 64,641
What is Planned Futures's NAICS code?
Planned Futures's NAICS: 52,524
How many employees does Planned Futures have?
Planned Futures has 11-50 employees
What industry does Planned Futures belong to?
Planned Futures is in the industry of: Insurance, Finance, Securities Trading
What is Planned Futures competition?
Planned Futures top competitors include: Snider, The Pensure Group, Boudreaux & Associates Insurance Agency, Short Insurance
What companies has Planned Futures acquired?
Planned Futures has acquired the companies: Union Financial Advisors, Botsford Financial Group, Ceponis Financial Group, Tedstrom Wealth
What technology does Planned Futures use?
Some of the popular technologies that Planned Futures uses are: Smarsh, Microsoft 365, GoDaddy DNS, DigiCert
How do I contact Planned Futures?
Planned Futures contact info: Phone number: (570) 322-8407 Website: www.planned-futures.com
What does Planned Futures do?

Planned Futures of America, Inc. was founded in 1965, Our mission is to contribute to the continued well being and financial security of our clients, both business and personal. Customer service is always our first priority. Planned Futures of America, Inc. has been successful in working with small to mid-size businesses and individuals to establis... h benefit plans. Strategies are designed with the client in mind, matching products and services in response to their specific needs. The success and effectiveness of a quality employee benefit program is a result of superior Customer Service, Communication and Design. We are licensed to sell insurance in the following states: Arizona, Florida, Illinois, Michigan, North Carolina, Virginia, Wisconsin We cannot communicate with, nor respond to requests from users who reside in states where we are not licesed to conduct insurance business. We are registered to offer securities in the following states: Arizona, California, Colorado, Florida, Illinois, Michigan, Minnesota, Missouri, South Dakota, Texas, Washington, Wisconsin We cannot communicate with, nor respond to requests from users who reside in states where we are not licensed to conduct securities business. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC 525 www.sipc.org Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015.Read More

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

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