SAFE Planning

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

9000 E Kings Hwy, Shreveport, Louisiana,...

Phone Number

(318) 869-3133

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SAFE Planning

SAFE Planning has been dedicated to protecting family assets and providing estate planning services since 1987. The company specializes in asset and family estate planning, catering primarily to seniors. With a focus on knowledge, experience, and success, SAFE Planning offers free consultations to assist clients in safeguarding their generational wealth. Their proven track record and client testimonials highlight their commitment to delivering effective planning solutions.Explore more
SAFE Planning's Social MediaPopular SearchesSAFE Planning IncSAFE PlanningS AFE PlanningSIC Code 62,628NAICS Code 52,523Show more

SAFE Planning Org Chart

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Chief Executive Officer

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Director, Marketing

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Top Executive

SAFE Planning

<$5M
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Private
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1998
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2010
AB
Ann BeckertDirector and Clinical Social Worker
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Keri CruzDirector of Impressions, Administrative Assistant
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Lester BotkinFinancial, Cfa Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SAFE Planning Tech Stack

A closer look at the technologies used by SAFE Planning

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Frequently Asked Questions Regarding SAFE Planning

What is SAFE Planning's official website?
SAFE Planning's official website is www.safeplanning.net
What is SAFE Planning's Revenue?
SAFE Planning's revenue is <$5 Million
What is SAFE Planning's SIC code?
SAFE Planning's SIC: 62,628
What is SAFE Planning's NAICS code?
SAFE Planning's NAICS: 52,523
How many employees does SAFE Planning have?
SAFE Planning has 1-10 employees
What industry does SAFE Planning belong to?
SAFE Planning is in the industry of: Finance, Securities Trading
What is SAFE Planning competition?
SAFE Planning top competitors include: Bay Harbor Wealth Management, Burgos & Brein Wealth Management, Capital Wealth Management, Copper Canyon Wealth Management
What technology does SAFE Planning use?
Some of the popular technologies that SAFE Planning uses are: Varnish 5.2, WordPress.org, Google Font API, Microsoft 365
How do I contact SAFE Planning?
SAFE Planning contact info: Phone number: (318) 869-3133 Website: www.safeplanning.net
What does SAFE Planning do?

SAFE Planning has been dedicated to protecting family assets and providing estate planning services since 1987. The company specializes in asset and family estate planning, catering primarily to seniors. With a focus on knowledge, experience, and success, SAFE Planning offers free consultations to assist clients in safeguarding their generational w... ealth. Their proven track record and client testimonials highlight their commitment to delivering effective planning solutions.Read More

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

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