Plena Financial Services

Accounting for Legal Practices · Maryland, United States · 11-50 Employees

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Overview

Headquarters

933 Russell Ave Ste D, Gaithersburg, Mar...

Phone Number

(240) 994-7599

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Plena Financial Services

Plena Financial Services is an independent financial services company dedicated to providing personalized financial solutions for individuals and businesses. They offer a range of services including consulting, tax preparation, personal financial planning, and accounting services, tailored to meet the unique needs of each client. Their focus is on helping clients achieve long-term financial success through customized strategies and outstanding customer service. Plena serves individuals, small to medium-sized businesses, and non-profit organizations, aiming to foster growth and optimize financial outcomes.Explore more
Plena Financial Services's Social MediaPopular SearchesPlena Financial ServicesPlena Financial Services LLCSIC Code 72,729NAICS Code 54,541Show more

Plena Financial Services Org Chart

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JR
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Founder & Chief Financial Officer

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Tax Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plena Financial Services

<$5M
11-50
Private
-
2016
JR
Jaqueline ReisFounder & Chief Financial Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plena Financial Services Tech Stack

A closer look at the technologies used by Plena Financial Services

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Plena Financial Services

What is Plena Financial Services's official website?
Plena Financial Services's official website is www.plenafinancialservices.com
What is Plena Financial Services's Revenue?
Plena Financial Services's revenue is <$5 Million
What is Plena Financial Services's SIC code?
Plena Financial Services's SIC: 72,729
What is Plena Financial Services's NAICS code?
Plena Financial Services's NAICS: 54,541
How many employees does Plena Financial Services have?
Plena Financial Services has 11-50 employees
What industry does Plena Financial Services belong to?
Plena Financial Services is in the industry of: Accounting for Legal Practices, Business Services
What is Plena Financial Services competition?
Plena Financial Services top competitors include: GM Financial Center, Guaranteed Trust Financial Services, Walt Tax, Heights Financial Management
What technology does Plena Financial Services use?
Some of the popular technologies that Plena Financial Services uses are: WordPress.org, PHP, Google Font API, jQuery Migrate
Who is the CFO of Plena Financial Services?
Plena Financial Services's CFO is Jaqueline Reis
How do I contact Plena Financial Services?
Plena Financial Services contact info: Phone number: (240) 994-7599 Website: www.plenafinancialservices.com
What does Plena Financial Services do?

Plena Financial Services is an independent financial services company dedicated to providing personalized financial solutions for individuals and businesses. They offer a range of services including consulting, tax preparation, personal financial planning, and accounting services, tailored to meet the unique needs of each client. Their focus is on... helping clients achieve long-term financial success through customized strategies and outstanding customer service. Plena serves individuals, small to medium-sized businesses, and non-profit organizations, aiming to foster growth and optimize financial outcomes.Read More

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

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