PLN & Associates

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

15400 Jennings Ln Ste 300, Bowie, Maryla...

Phone Number

(301) 390-4635

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About PLN & Associates

PLN & Associates, Inc. is a financial services firm that specializes in wealth management, offering a range of products including securities brokerage, insurance, tax preparation, and retirement account management. The company aims to assist individuals in planning for their future and preserving their assets through personalized financial planning. Their services are designed for clients seeking guidance in investment planning and lifestyle design for both current and retirement years. With a focus on empowering clients, PLN & Associates provides free consultations to help clients navigate their financial choices.Explore more
PLN & Associates's Social MediaPopular SearchesPln & Associates IncPln Associates IncP L N & Associates IncPLN & AssociatesPlnSIC Code 62,628NAICS Code 52,523Show more

PLN & Associates Org Chart

PhoneEmail
MN
United States flag for contact location.

Vice President, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PLN & Associates

<$5M
1-10
Private
-
1988
MN
Melissa NewtonVice President, Operations
<$5M
1-10
Private
-
1992
BL
Bobbi LaGardClient Relations Specialist
<$5M
1-10
Private
-
-
DA
Daniel AltenauFinancial Planner
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
BP
Benjamin PowellOwner and Investment Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PLN & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

PLN & Associates Tech Stack

A closer look at the technologies used by PLN & Associates

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Frequently Asked Questions Regarding PLN & Associates

What is PLN & Associates's official website?
PLN & Associates's official website is www.pln-inc.com
What is PLN & Associates's Revenue?
PLN & Associates's revenue is <$5 Million
What is PLN & Associates's SIC code?
PLN & Associates's SIC: 62,628
What is PLN & Associates's NAICS code?
PLN & Associates's NAICS: 52,523
How many employees does PLN & Associates have?
PLN & Associates has 1-10 employees
What industry does PLN & Associates belong to?
PLN & Associates is in the industry of: Finance, Insurance, Securities Trading
What is PLN & Associates competition?
PLN & Associates top competitors include: Natchez Wealth Management, Rathkamp Financial, Jamestown Financial Group, Gary N. Krikorian CPA
What technology does PLN & Associates use?
Some of the popular technologies that PLN & Associates uses are: Google Tag Manager, Font Awesome, DigiCert, Broadridge Advisor Solutions
How do I contact PLN & Associates?
PLN & Associates contact info: Phone number: (301) 390-4635 Website: www.pln-inc.com
What does PLN & Associates do?

PLN & Associates, Inc. is a financial services firm that specializes in wealth management, offering a range of products including securities brokerage, insurance, tax preparation, and retirement account management. The company aims to assist individuals in planning for their future and preserving their assets through personalized financial planning... . Their services are designed for clients seeking guidance in investment planning and lifestyle design for both current and retirement years. With a focus on empowering clients, PLN & Associates provides free consultations to help clients navigate their financial choices.Read More

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

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