Planner4U

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

833 Alder Creek Dr Ste A, Medford, Orego...

Phone Number

(541) 770-6999

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Planner4U

Planner4U LLC offers creative financial strategies tailored to individual goals, focusing on areas such as retirement, investment, estate planning, insurance, and tax services. The company aims to assist clients in navigating their financial journeys, whether they are building wealth, protecting their families, or preparing for retirement. With a client-centered approach, they prioritize understanding clients' needs and long-term objectives. Their services are designed for individuals seeking personalized financial guidance and support during life transitions.Explore more
Popular SearchesPlanner4u LLCPlanner4UCogdell Larry CfpOr Planner4u LLCCogdell Larry Cfp CluSIC Code 62,628NAICS Code 52,523Show more

Planner4U Org Chart

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Planner4U

<$5M
1-10
Private
-
2008
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2014
HW
Holly WhireClient Service Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
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-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Planner4U is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Planner4U is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Planner4U.

Planner4U Tech Stack

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Frequently Asked Questions Regarding Planner4U

What is Planner4U's official website?
Planner4U's official website is www.planner4u.com
What is Planner4U's Revenue?
Planner4U's revenue is <$5 Million
What is Planner4U's SIC code?
Planner4U's SIC: 62,628
What is Planner4U's NAICS code?
Planner4U's NAICS: 52,523
How many employees does Planner4U have?
Planner4U has 1-10 employees
What industry does Planner4U belong to?
Planner4U is in the industry of: Finance, Securities Trading
What is Planner4U competition?
Planner4U top competitors include: Dogwood Wealth Advisors, Copper Canyon Wealth Management, Focus Financial Network, Lavelle Financial
What technology does Planner4U use?
Some of the popular technologies that Planner4U uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Tag Manager
How do I contact Planner4U?
Planner4U contact info: Phone number: (541) 770-6999 Website: www.planner4u.com
What does Planner4U do?

Planner4U LLC offers creative financial strategies tailored to individual goals, focusing on areas such as retirement, investment, estate planning, insurance, and tax services. The company aims to assist clients in navigating their financial journeys, whether they are building wealth, protecting their families, or preparing for retirement. With a c... lient-centered approach, they prioritize understanding clients' needs and long-term objectives. Their services are designed for individuals seeking personalized financial guidance and support during life transitions.Read More

Is Planner4U a public company?
Planner4U is private company therefore does not currently have an official ticker symbol
See more information about Planner4U

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