Planning Matters
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
999 Rte 146, Clifton Park, New York, 120...Phone Number
(518) 348-1880Website
www.planningmattersnow.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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2
About Planning Matters
We make substantial effort to know you as a first step toward creating your written, comprehensive Financial Plan. When your Plan is completed, we discuss what actions you should consider taking and various strategies you should consider implementing, that may help you achieve your goals. By modelling various "What If" scenarios, we provide you with a glimpse of what your financial life would be like if you choose one option over another. After reviewing your Plan, we will help you evaluate and implement specific service and product recommendations to implement your Plan. We will meet regularly, on an ongoing basis, to review your plan and your progress toward your goals.Explore more
Planning Matters Org Chart
RS
President & Principal & Consultant
PF
Financial Advisor
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We make substantial effort to know you as a first step toward creating your written, comprehensive Financial Plan. When your Plan is completed, we discuss what actions you should consider taking and various strategies you should consider implementing, that may help you achieve your goals. By modelling various "What If" scenarios, we provide you wit... Read More
