Professional Planning & Wealth
Finance · South Carolina, United States · 1-10 Employees
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Overview
Headquarters
242 S Pleasantburg Dr, Greenville, South...Phone Number
(864) 626-4380Website
www.proplanwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
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1
About Professional Planning & Wealth
Professional Planning & Wealth (PP&W) is a financial services firm based in Greenville, South Carolina, specializing in financial planning, wealth management, and corporate retirement plans. The company focuses on providing personalized financial guidance to families and institutions, ensuring that clients' interests and needs are prioritized. With a team of credentialed professionals, PP&W aims to build solid financial plans that foster confidence and support wealth enrichment. They cater to clients with a minimum asset level of $750,000, emphasizing a fiduciary obligation to act in their best interests.Explore more
Professional Planning & Wealth Org Chart
GM
Financial Planner
KE
Wealth Planner
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Professional Planning & Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Professional Planning & Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Professional Planning & Wealth.
Professional Planning & Wealth Tech Stack
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Professional Planning & Wealth (PP&W) is a financial services firm based in Greenville, South Carolina, specializing in financial planning, wealth management, and corporate retirement plans. The company focuses on providing personalized financial guidance to families and institutions, ensuring that clients' interests and needs are prioritized. With... Read More
