PlanSimple Financial Partners
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
138 N Cortez St Ste B, New Orleans, Loui...Website
www.plansimplefp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About PlanSimple Financial Partners
PlanSimple Financial Partners is an independent financial advisory firm based in New Orleans, Louisiana, specializing in personalized financial planning and 401(k) consulting. They focus on helping high-net-worth individuals and families build a solid financial foundation, ensuring that their wealth aligns with their lifestyle and long-term goals. As fiduciaries, they prioritize their clients' best interests, providing comprehensive support and regular communication without overwhelming them. Their services include financial planning, portfolio analysis, and retirement readiness support, aimed at empowering clients to take control of their financial future.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
PlanSimple Financial Part...
<$5M
1-10
Private
-
2022
N/A
Company Profile Activity
Activity Insights
PlanSimple Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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PlanSimple Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PlanSimple Financial Partners.
PlanSimple Financial Partners Tech Stack
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PlanSimple Financial Partners is an independent financial advisory firm based in New Orleans, Louisiana, specializing in personalized financial planning and 401(k) consulting. They focus on helping high-net-worth individuals and families build a solid financial foundation, ensuring that their wealth aligns with their lifestyle and long-term goals.... Read More
