Shope Financial Planning

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

5014 W Genesee St, Camillus, New York, 1...

Phone Number

(315) 701-5857

Revenue

<$5 Million

Industry

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

Shope Financial Planning specializes in wealth accumulation planning and retirement distribution planning. The company aims to assist clients in effectively planning their financial futures. They are located in Camillus, NY, and offer services to individuals seeking guidance in financial management. Securities are offered through Leigh Baldwin & Co, LLC, ensuring a professional and compliant investment experience.Explore more
Popular SearchesShope Financial Planning IncShopefinancialplanning.comShope Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Shope Financial Planning Org Chart

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JS
United States flag for contact location.

President & Group Chief Compliance Officer, S...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shope Financial Planning

<$5M
1-10
Private
-
2005
JS
James ShopePresident & Group Chief Compliance Officer, Shope Financial Planning, Inc, Shope Advisors
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
-
SA
Sam AbrahamManager, 401k
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
2017
JS
John SantChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
-
JW
John WiegensteinFinancial Advisor
<$5M
1-10
Private
-
1982
RM
Robert MaloneyManaging Member
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Shope Financial Planning Tech Stack

A closer look at the technologies used by Shope Financial Planning

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Frequently Asked Questions Regarding Shope Financial Planning

What is Shope Financial Planning's official website?
Shope Financial Planning's official website is www.shopefinancialplanning.com
What is Shope Financial Planning's Revenue?
Shope Financial Planning's revenue is <$5 Million
What is Shope Financial Planning's SIC code?
Shope Financial Planning's SIC: 62,628
What is Shope Financial Planning's NAICS code?
Shope Financial Planning's NAICS: 52,523
How many employees does Shope Financial Planning have?
Shope Financial Planning has 1-10 employees
What industry does Shope Financial Planning belong to?
Shope Financial Planning is in the industry of: Finance, Securities Trading
What is Shope Financial Planning competition?
Shope Financial Planning top competitors include: Sterling Total Wealth Solutions, Squam Lakes Financial Advisors, Fidelis Wealth, Provident Wealth Advisors
What technology does Shope Financial Planning use?
Some of the popular technologies that Shope Financial Planning uses are: GoCentral, Google Font API, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Shope Financial Planning?
Shope Financial Planning contact info: Phone number: (315) 701-5857 Website: www.shopefinancialplanning.com
What does Shope Financial Planning do?

Shope Financial Planning specializes in wealth accumulation planning and retirement distribution planning. The company aims to assist clients in effectively planning their financial futures. They are located in Camillus, NY, and offer services to individuals seeking guidance in financial management. Securities are offered through Leigh Baldwin & Co... , LLC, ensuring a professional and compliant investment experience.Read More

Is Shope Financial Planning a public company?
Shope Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Shope Financial Planning

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