PWR Planners

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

200 Brush Run Rd Ste A, Greensburg, Penn...

Phone Number

(724) 672-3876

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About PWR Planners

PWR Planners is a financial planning firm dedicated to helping families and individuals build, manage, preserve, and transition their wealth. They offer a range of services including retirement planning, investment management, asset management, and insurance planning, with a focus on providing tailored solutions to achieve long-term investment results. The firm emphasizes risk management through their proprietary RiskNumber technology, ensuring clients' portfolios align with their risk tolerance. PWR Planners aims to be a trusted advisor, delivering excellence and individualized value in their financial services.Explore more
PWR Planners's Social MediaPopular SearchesPWR Planners LLCPlanners LLCPower Planners LLCSIC Code 62,628NAICS Code 52,523Show more

PWR Planners Org Chart

PhoneEmail
CG
United States flag for contact location.

Operations Administrator

PhoneEmail
PE
United States flag for contact location.

Chief Operations Officer & Partner & Register...

PhoneEmail
PD
United States flag for contact location.

Cfp Financial Advisor & Partner

PhoneEmail
JS
United States flag for contact location.

Financial Advisor & Partner

PhoneEmail
HH
United States flag for contact location.

Administrative Assistant

PhoneEmail
AL
United States flag for contact location.

Cpa, Cgma Financial Advisor

PhoneEmail
LK
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PWR Planners

<$5M
1-10
Private
-
2013
CG
Cherie GreckoOperations Administrator
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
-
SS
Shelley SanfordManager, Operations
<$5M
1-10
Private
-
2012
HT
Heather TenBroeckDirector, Client Relations
<$5M
1-10
Private
-
2015
NS
Nicholas SmithFinancial Consultant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PWR Planners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

PWR Planners Tech Stack

A closer look at the technologies used by PWR Planners

Top Finance Companies

Frequently Asked Questions Regarding PWR Planners

What is PWR Planners's official website?
PWR Planners's official website is www.pwrplanners.com
What is PWR Planners's Revenue?
PWR Planners's revenue is <$5 Million
What is PWR Planners's SIC code?
PWR Planners's SIC: 62,628
What is PWR Planners's NAICS code?
PWR Planners's NAICS: 52,523
How many employees does PWR Planners have?
PWR Planners has 1-10 employees
What industry does PWR Planners belong to?
PWR Planners is in the industry of: Finance, Securities Trading
What is PWR Planners competition?
PWR Planners top competitors include: Generational Wealth Management, Weaver, Ware & Martin Wealth Management and Advisory Services, ACT Financial Services, Managed Money Concepts
What technology does PWR Planners use?
Some of the popular technologies that PWR Planners uses are: Drupal, AddToAny, Google Tag Manager, GoDaddy DNS
How do I contact PWR Planners?
PWR Planners contact info: Phone number: (724) 672-3876 Website: www.pwrplanners.com
What does PWR Planners do?

PWR Planners is a financial planning firm dedicated to helping families and individuals build, manage, preserve, and transition their wealth. They offer a range of services including retirement planning, investment management, asset management, and insurance planning, with a focus on providing tailored solutions to achieve long-term investment resu... lts. The firm emphasizes risk management through their proprietary RiskNumber technology, ensuring clients' portfolios align with their risk tolerance. PWR Planners aims to be a trusted advisor, delivering excellence and individualized value in their financial services.Read More

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

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