Planning Alternatives
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
36800 Woodward Ave Ste 200, Bloomfield H...Phone Number
(248) 645-1520Website
www.planningalt.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
1
1
1
About Planning Alternatives
Planning Alternatives offers a unique approach to financial planning and wealth management, focusing on a human-centered, growth-mindset philosophy. They provide a range of services including financial planning, portfolio management, estate planning, and strategic philanthropy, all tailored to align with clients' values and goals. The company emphasizes the importance of understanding one's relationship with money and aims to create a positive impact beyond just financial wealth. Their target clients include individuals and families seeking a deeper, more meaningful approach to managing their wealth and legacy.Explore more
Planning Alternatives Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Planning Alternatives
$5.4M
11-50
Private
<$5M
1982
MS
Michael SchmidtkeChief Operating Officer & Chief Compliance Officer
Company Profile Activity
Activity Insights
Planning Alternatives is experiencing very low activity levels compared to other companies in the Finance sector.
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Planning Alternatives is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Planning Alternatives.
Planning Alternatives financials insights
Gather financial insights about Planning Alternatives, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Planning Alternatives Tech Stack
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Frequently Asked Questions Regarding Planning Alternatives
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Planning Alternatives offers a unique approach to financial planning and wealth management, focusing on a human-centered, growth-mindset philosophy. They provide a range of services including financial planning, portfolio management, estate planning, and strategic philanthropy, all tailored to align with clients' values and goals. The company empha... Read More
