Staib Financial Planning

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

6105 S Main St Ste 200, Aurora, Colorado...

Phone Number

(303) 887-9633

Revenue

<$5 Million

Industry

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

About Staib Financial Planning

Staib Financial Planning, LLC is a flat-fee retirement planner and certified financial planner based in the south Denver metro area. The company specializes in tax-efficient retirement planning, investment management, and comprehensive financial planning services, all provided on a flat fee-only basis. They serve clients both locally and virtually across the United States, focusing on helping individuals navigate their retirement journey while minimizing taxes and fees. Staib Financial Planning operates as a fiduciary, ensuring that their clients' best interests are prioritized without any commission-based incentives.Explore more
Staib Financial Planning's Social MediaPopular SearchesStaib Financial Planning LLCFinancial Planning LLCStaib Financial LLCStaib Utah LLCPaul StaibSIC Code 62,628NAICS Code 52,523Show more

Staib Financial Planning Org Chart

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Independent Flat Fee-Only Retirement Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Staib Financial Planning

<$5M
1-10
Private
-
2008
PS
Paul StaibIndependent Flat Fee-Only Retirement Planner
<$5M
1-10
Private
-
2000
PH
Paul HavrillaFinancial Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1993
ML
Michael LunsfordChief Operating Officer & Owner
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Staib Financial Planning Tech Stack

A closer look at the technologies used by Staib Financial Planning

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Frequently Asked Questions Regarding Staib Financial Planning

What is Staib Financial Planning's official website?
Staib Financial Planning's official website is www.staibfinancialplanning.com
What is Staib Financial Planning's Revenue?
Staib Financial Planning's revenue is <$5 Million
What is Staib Financial Planning's SIC code?
Staib Financial Planning's SIC: 62,628
What is Staib Financial Planning's NAICS code?
Staib Financial Planning's NAICS: 52,523
How many employees does Staib Financial Planning have?
Staib Financial Planning has 1-10 employees
What industry does Staib Financial Planning belong to?
Staib Financial Planning is in the industry of: Finance, Securities Trading
What is Staib Financial Planning competition?
Staib Financial Planning top competitors include: Charles Carroll Financial Partners, Safe Landing Financial, Flores Wealth Planning, Piermont Wealth Management
What technology does Staib Financial Planning use?
Some of the popular technologies that Staib Financial Planning uses are: WordPress.org, PHP, Google Font API, Google Workspace
How do I contact Staib Financial Planning?
Staib Financial Planning contact info: Phone number: (303) 887-9633 Website: www.staibfinancialplanning.com
What does Staib Financial Planning do?

Staib Financial Planning, LLC is a flat-fee retirement planner and certified financial planner based in the south Denver metro area. The company specializes in tax-efficient retirement planning, investment management, and comprehensive financial planning services, all provided on a flat fee-only basis. They serve clients both locally and virtually... across the United States, focusing on helping individuals navigate their retirement journey while minimizing taxes and fees. Staib Financial Planning operates as a fiduciary, ensuring that their clients' best interests are prioritized without any commission-based incentives.Read More

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

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