Standard Planning

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

168 South St, Rockport, Massachusetts, 0...

Phone Number

(617) 894-2243

Revenue

<$5 Million

Industry

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

Standard Planning Co. specializes in financial planning services aimed at helping clients achieve a rewarding future. The company focuses on guiding individuals in making informed financial decisions to reach their dreams. Their mission is to empower clients through personalized planning strategies. Standard Planning Co. serves a diverse clientele seeking expert financial advice and support.Explore more
Standard Planning's Social MediaPopular SearchesStandard Planning CoSIC Code 62,628NAICS Code 52,523Show more

Standard Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Standard Planning

<$5M
1-10
Private
-
-
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Standard Planning Tech Stack

A closer look at the technologies used by Standard Planning

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Frequently Asked Questions Regarding Standard Planning

What is Standard Planning's official website?
Standard Planning's official website is www.standardplanning.com
What is Standard Planning's Revenue?
Standard Planning's revenue is <$5 Million
What is Standard Planning's SIC code?
Standard Planning's SIC: 62,628
What is Standard Planning's NAICS code?
Standard Planning's NAICS: 52,523
How many employees does Standard Planning have?
Standard Planning has 1-10 employees
What industry does Standard Planning belong to?
Standard Planning is in the industry of: Finance, Securities Trading
What is Standard Planning competition?
Standard Planning top competitors include: Focus Financial Network, Horizons Wealth Management, Stockade Wealth Management, Constant Guidance Financial
What technology does Standard Planning use?
Some of the popular technologies that Standard Planning uses are: GoCentral, Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Standard Planning?
Standard Planning contact info: Phone number: (617) 894-2243 Website: www.standardplanning.com
What does Standard Planning do?

Standard Planning Co. specializes in financial planning services aimed at helping clients achieve a rewarding future. The company focuses on guiding individuals in making informed financial decisions to reach their dreams. Their mission is to empower clients through personalized planning strategies. Standard Planning Co. serves a diverse clientele... seeking expert financial advice and support.Read More

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

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