Planning Enterprises

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2540 Vicara Ct, West Palm Beach, Florida...

Phone Number

(561) 682-3225

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Planning Enterprises

Planning Enterprises is an independent financial advisory firm based in South Florida, established in 1976. The firm provides a range of financial solutions, including annuities, life insurance, and disability income insurance, catering to both business owners and families across the nation. Their mission is to help clients manage their financial affairs effectively while minimizing tax liabilities. With a team of experienced advisors, they aim to deliver personalized financial planning services to meet the diverse needs of their clients.Explore more
Popular SearchesPlanning EnterprisesPlanningenterprisesplanningenterprises.comSIC Code 62,628NAICS Code 52,523Show more

Planning Enterprises Org Chart

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Financial Advisor

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Lead Generation

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Wealth Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planning Enterprises

<$5M
1-10
Private
-
-
DS
Devin SunderwirthFinancial Advisor
<$5M
1-10
Private
-
2011
NL
Nicholas LeskiFinancial Planner
<$5M
1-10
Private
-
-
JT
Jessica TalbertAdministrative Assistant
<$5M
1-10
Private
-
-
JM
Janine MassoomianExecutive Assistant
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2009
MG
Mary GuldenOffice Manager and Client Associate
<$5M
1-10
Private
-
2000
DS
Doris SauderOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Planning Enterprises Tech Stack

A closer look at the technologies used by Planning Enterprises

Top Finance Companies

Frequently Asked Questions Regarding Planning Enterprises

What is Planning Enterprises's official website?
Planning Enterprises's official website is www.planningenterprises.com
What is Planning Enterprises's Revenue?
Planning Enterprises's revenue is <$5 Million
What is Planning Enterprises's SIC code?
Planning Enterprises's SIC: 62,628
What is Planning Enterprises's NAICS code?
Planning Enterprises's NAICS: 52,523
How many employees does Planning Enterprises have?
Planning Enterprises has 1-10 employees
What industry does Planning Enterprises belong to?
Planning Enterprises is in the industry of: Finance, Insurance, Securities Trading
What is Planning Enterprises competition?
Planning Enterprises top competitors include: MGK Wealth, Guidant Investment Group, PSG Financial, Advisory Services Financial
What technology does Planning Enterprises use?
Some of the popular technologies that Planning Enterprises uses are: AppRiver, Google Font API, Google Tag Manager, Font Awesome
How do I contact Planning Enterprises?
Planning Enterprises contact info: Phone number: (561) 682-3225 Website: www.planningenterprises.com
What does Planning Enterprises do?

Planning Enterprises is an independent financial advisory firm based in South Florida, established in 1976. The firm provides a range of financial solutions, including annuities, life insurance, and disability income insurance, catering to both business owners and families across the nation. Their mission is to help clients manage their financial a... ffairs effectively while minimizing tax liabilities. With a team of experienced advisors, they aim to deliver personalized financial planning services to meet the diverse needs of their clients.Read More

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

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