Planwealth Financial Services

Finance · 1-10 Employees

View Company Info for Free

Overview

Phone Number

(903) 814-2344

Revenue

<$5 Million

Industry

Finance Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Planwealth Financial Services

Drew Labarbera is a mortgage broker based in McKinney, specializing in helping clients with purchasing, renewing, or refinancing their home loans. The company offers a wide range of mortgage services including pre-approval, refinancing, and debt consolidation, catering to first-time buyers, veterans, and self-employed individuals. With a focus on personalized financing solutions, they aim to provide fast lending approvals and competitive rates. Their commitment to customer satisfaction is reflected in high client recommendations and positive testimonials.Explore more
Planwealth Financial Services's Social MediaPopular SearchesPlanwealth Financial ServicesDrewlabarberaPlanwealthPlanwealth Financial SvcDrew LaBarberaSIC Code 61,616NAICS Code 52,522Show more

Planwealth Financial Services Org Chart

PhoneEmail
Drew LaBarbera, President & Mortgage Broker & Loan Officer at Planwealth Financial Services

President & Mortgage Broker & Loan Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Planwealth Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Planwealth Financial Services

Compare insights from companies similar to Planwealth Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planwealth Financial Serv...

<$5M
1-10
Private
-
1983
Drew LaBarbera, President & Mortgage Broker & Loan Officer at Planwealth Financial Services
Drew LaBarberaPresident & Mortgage Broker & Loan Officer
<$5M
11-50
Private
-
1997
KM
Kevin MitchellFounder & President & CEO
<$5M
1-10
Private
-
-
PN
Paul NguyenDirector, Sales & Marketing
<$5M
1-10
Private
-
2000
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Planwealth Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Planwealth Financial Services Tech Stack

A closer look at the technologies used by Planwealth Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Planwealth Financial Services

What is Planwealth Financial Services's official website?
Planwealth Financial Services's official website is www.planwealth.net
What is Planwealth Financial Services's Revenue?
Planwealth Financial Services's revenue is <$5 Million
What is Planwealth Financial Services's SIC code?
Planwealth Financial Services's SIC: 61,616
What is Planwealth Financial Services's NAICS code?
Planwealth Financial Services's NAICS: 52,522
How many employees does Planwealth Financial Services have?
Planwealth Financial Services has 1-10 employees
What industry does Planwealth Financial Services belong to?
Planwealth Financial Services is in the industry of: Finance, Lending & Brokerage
What is Planwealth Financial Services competition?
Planwealth Financial Services top competitors include: ezLoan Savers, The Mortgage Source, 1st Mortgage Resources, TLC Financial Network
What technology does Planwealth Financial Services use?
Some of the popular technologies that Planwealth Financial Services uses are: Enom DNS Hosting, Rackspace Email Hosting
How do I contact Planwealth Financial Services?
Planwealth Financial Services contact info: Phone number: (903) 814-2344 Website: www.planwealth.net
What does Planwealth Financial Services do?

Drew Labarbera is a mortgage broker based in McKinney, specializing in helping clients with purchasing, renewing, or refinancing their home loans. The company offers a wide range of mortgage services including pre-approval, refinancing, and debt consolidation, catering to first-time buyers, veterans, and self-employed individuals. With a focus on p... ersonalized financing solutions, they aim to provide fast lending approvals and competitive rates. Their commitment to customer satisfaction is reflected in high client recommendations and positive testimonials.Read More

What are Planwealth Financial Services social media links?
Planwealth Financial Services Linkedin page
Is Planwealth Financial Services a public company?
Planwealth Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Planwealth Financial Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.