Planned Investment
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
9265 Counselors Row Ste 150, Indianapoli...Phone Number
(317) 575-8804Website
www.plannedinvest.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Planned Investment
Planned Investment Co., Inc. is a financial services firm based in Indianapolis, Indiana, specializing in investments, including broker-dealer services, mutual funds, stocks, bonds, and retirement plans such as IRAs and 401(k)s. The company also offers financial planning and advisory services, along with insurance products like life and long-term care insurance. Their target clients include individuals seeking assistance with retirement planning and investment strategies. With over 60 years of experience, they aim to be a trusted partner in financial services.Explore more
Planned Investment Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Planned Investment
<$5M
1-10
Private
-
1958
TR
Thomas RohnExecutive Vice President & Chief Financial Officer
Company Profile Activity
Activity Insights
Planned Investment is experiencing very low activity levels compared to other companies in the Finance sector.
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Planned Investment is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Planned Investment.
Planned Investment Tech Stack
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Planned Investment Co., Inc. is a financial services firm based in Indianapolis, Indiana, specializing in investments, including broker-dealer services, mutual funds, stocks, bonds, and retirement plans such as IRAs and 401(k)s. The company also offers financial planning and advisory services, along with insurance products like life and long-term c... Read More
