Planned Giving Advisors

Law Firms & Legal Services · 1-10 Employees

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Overview

Phone Number

(973) 732-2455

Revenue

<$5 Million

Industry

Law Firms & Legal Services Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About Planned Giving Advisors

Planned Giving Advisors provides comprehensive estate planning services, including wills, trusts, and planned giving training for nonprofits. Their goal is to secure personal assets while ensuring clients' loved ones are well taken care of. They focus on equipping nonprofit staff with tools and strategies to successfully implement planned giving programs. Their services are designed to be cost-effective and are tailored to meet the unique circumstances of their clients.Explore more
Planned Giving Advisors's Social MediaPopular SearchesPlanned Giving Advisors LLCPlanned Giving AdvisorsGiving USASIC Code 81,811NAICS Code 54,541Show more

Planned Giving Advisors Org Chart

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Planned Giving Advisors

<$5M
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2011
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2013
RW
Rita WilliamsManaging Director, Economic Development
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IG
Indalecio GuardiolaFounder & Principal & Attorney
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Company Profile Activity

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Among all Law Firms & Legal Services companies

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Activity Insights

Planned Giving Advisors is experiencing very low activity levels compared to other companies in the Law Firms & Legal Services sector.

What does this means?

Planned Giving Advisors is drawing exceptional interest within the Law Firms & Legal Services industry, suggesting notable developments or strong market momentum, learn more about Planned Giving Advisors.

Planned Giving Advisors financials insights

Gather financial insights about Planned Giving Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$20K

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Planned Giving Advisors Tech Stack

A closer look at the technologies used by Planned Giving Advisors

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Frequently Asked Questions Regarding Planned Giving Advisors

What is Planned Giving Advisors's official website?
Planned Giving Advisors's official website is www.plannedgivingadvisors.com
What is Planned Giving Advisors's Revenue?
Planned Giving Advisors's revenue is <$5 Million
What is Planned Giving Advisors's SIC code?
Planned Giving Advisors's SIC: 81,811
What is Planned Giving Advisors's NAICS code?
Planned Giving Advisors's NAICS: 54,541
How many employees does Planned Giving Advisors have?
Planned Giving Advisors has 1-10 employees
What industry does Planned Giving Advisors belong to?
Planned Giving Advisors is in the industry of: Law Firms & Legal Services, Business Services, Project Management
What is Planned Giving Advisors competition?
Planned Giving Advisors top competitors include: Perry Popovich, Guardiola Law Office, Zaino Hall & Farrin, Arizona Tax Law Firm
What technology does Planned Giving Advisors use?
Some of the popular technologies that Planned Giving Advisors uses are: WordPress.org, PHP, Microsoft 365, WordPress.com
How do I contact Planned Giving Advisors?
Planned Giving Advisors contact info: Phone number: (973) 732-2455 Website: www.plannedgivingadvisors.com
What does Planned Giving Advisors do?

Planned Giving Advisors provides comprehensive estate planning services, including wills, trusts, and planned giving training for nonprofits. Their goal is to secure personal assets while ensuring clients' loved ones are well taken care of. They focus on equipping nonprofit staff with tools and strategies to successfully implement planned giving pr... ograms. Their services are designed to be cost-effective and are tailored to meet the unique circumstances of their clients.Read More

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

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