Special Needs Plan

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

101 N Mcdowell St Ste 120, Charlotte, No...

Phone Number

(704) 326-7910

Revenue

<$5 Million

Industry

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

About Special Needs Plan

A Special Needs Plan is a nationwide planning advisory firm dedicated to assisting families with special needs in securing the future care and financial well-being of their loved ones. The firm offers comprehensive services including special needs planning, small business planning, and trust and asset management, addressing the complexities of legal, financial, and governmental considerations. Their expert team provides personalized guidance and support, ensuring families are not alone in their planning journey. A Special Needs Plan also extends its services to families without special needs, leveraging their expertise to enhance financial planning for all clients.Explore more
Special Needs Plan's Social MediaPopular SearchesSpecial Needs Plan IncA Special Needs PlanA Special Needs Plan IncSpecial Needs PlanSpecial Needs PlanningSIC Code 62,628NAICS Code 52,523Show more

Special Needs Plan Org Chart

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AL
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Director of Concierge Services

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LG
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Director, Wealth Management

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Manager, Business

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Special Needs Plan

<$5M
1-10
Private
-
2006
AL
Amber LicariDirector of Concierge Services
<$5M
11-50
Private
-
2007
RR
RaeAnne ReynoldsFinancial Advisor
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
1957
N/A
<$5M
1-10
Private
-
1988
GT
Glenn ToussaintPresident & Founder
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Special Needs Plan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Special Needs Plan Tech Stack

A closer look at the technologies used by Special Needs Plan

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Frequently Asked Questions Regarding Special Needs Plan

What is Special Needs Plan's official website?
Special Needs Plan's official website is www.aspecialneedsplan.com
What is Special Needs Plan's Revenue?
Special Needs Plan's revenue is <$5 Million
What is Special Needs Plan's SIC code?
Special Needs Plan's SIC: 62,628
What is Special Needs Plan's NAICS code?
Special Needs Plan's NAICS: 52,523
How many employees does Special Needs Plan have?
Special Needs Plan has 1-10 employees
What industry does Special Needs Plan belong to?
Special Needs Plan is in the industry of: Finance, Securities Trading
What is Special Needs Plan competition?
Special Needs Plan top competitors include: Asset & Income Management, Waterford Advisors, Eagles' Club, Financial Planning Center
What technology does Special Needs Plan use?
Some of the popular technologies that Special Needs Plan uses are: WordPress.org, PHP, Google Tag Manager, DigiCert
How do I contact Special Needs Plan?
Special Needs Plan contact info: Phone number: (704) 326-7910 Website: www.aspecialneedsplan.com
What does Special Needs Plan do?

A Special Needs Plan is a nationwide planning advisory firm dedicated to assisting families with special needs in securing the future care and financial well-being of their loved ones. The firm offers comprehensive services including special needs planning, small business planning, and trust and asset management, addressing the complexities of lega... l, financial, and governmental considerations. Their expert team provides personalized guidance and support, ensuring families are not alone in their planning journey. A Special Needs Plan also extends its services to families without special needs, leveraging their expertise to enhance financial planning for all clients.Read More

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

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