Resource Financial Planning

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

823 Blake Ave Ste 201, Glenwood Springs,...

Phone Number

(970) 945-8828

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Resource Financial Planning

Resource Financial Planning Corporation specializes in providing personalized financial planning services, focusing on building strong client relationships. They offer expertise in financial advising, risk management, and investment strategies, tailored to meet the unique needs of each client. The company emphasizes an in-depth understanding of individual situations and values to guide clients toward their financial goals. Their independent status allows them to provide diverse insights and safeguard client interests in various market conditions.Explore more
Resource Financial Planning's Social MediaPopular SearchesResource Financial Planning CorpFinancial Planning CorpResource Financial PlanningResource Planning CorpSIC Code 62,628NAICS Code 52,523Show more

Resource Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Resource Financial Planni...

<$5M
1-10
Private
-
1992
MC
Matthew CovaFinancial Advisor
<$5M
11-50
Private
-
-
HP
Hannah PankeyClient Relationship Manager
<$5M
1-10
Private
-
2012
KS
Kristy SpeightClient Service Associate
<$5M
1-10
Private
-
-
VP
Vicki PortincasoSenior Executive Assistant & Director, Operations
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
1998
SW
Shana WrightOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Resource Financial Planning Tech Stack

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Frequently Asked Questions Regarding Resource Financial Planning

What is Resource Financial Planning's official website?
Resource Financial Planning's official website is www.rfpcorp.com
What is Resource Financial Planning's Revenue?
Resource Financial Planning's revenue is <$5 Million
What is Resource Financial Planning's SIC code?
Resource Financial Planning's SIC: 62,628
What is Resource Financial Planning's NAICS code?
Resource Financial Planning's NAICS: 52,523
How many employees does Resource Financial Planning have?
Resource Financial Planning has 1-10 employees
What industry does Resource Financial Planning belong to?
Resource Financial Planning is in the industry of: Finance, Securities Trading
What is Resource Financial Planning competition?
Resource Financial Planning top competitors include: Sterling Wealth Management, Orazio Financial Services, Matlin Financial Services, Dignum Financial Partners
What technology does Resource Financial Planning use?
Some of the popular technologies that Resource Financial Planning uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Resource Financial Planning?
Resource Financial Planning contact info: Phone number: (970) 945-8828 Website: www.rfpcorp.com
What does Resource Financial Planning do?

Resource Financial Planning Corporation specializes in providing personalized financial planning services, focusing on building strong client relationships. They offer expertise in financial advising, risk management, and investment strategies, tailored to meet the unique needs of each client. The company emphasizes an in-depth understanding of ind... ividual situations and values to guide clients toward their financial goals. Their independent status allows them to provide diverse insights and safeguard client interests in various market conditions.Read More

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

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