Strategic Planning Associates

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1548 Main St, Peckville, Pennsylvania, 1...

Phone Number

(570) 487-1983

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 Strategic Planning Associates

NEPA Financial is a financial consulting firm focused on providing services in investments, insurance, and financial planning. They aim to achieve financial freedom for their clients through meaningful relationships and personalized advice. The company caters to U.S. residents, ensuring compliance with applicable licensing and registration requirements for financial services. Their team is also associated with Cadaret, Grant and Co., Inc., enhancing their scope in investment management and insurance.Explore more
Strategic Planning Associates's Social MediaPopular SearchesStrategic Planning AssociatesStrategic Planning Associates LLCNEPA FinancialNepafinancialStrategic Planning Assoc LLCSIC Code 62,628NAICS Code 52,523Show more

Strategic Planning Associates Org Chart

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AS
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Associate

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TF
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Certified Financial Planner & Practitioner

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SM
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Financial Advisor

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RC
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Chartered Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Planning Associ...

<$5M
1-10
Private
-
2006
$9.1M
11-50
Private
-
2013
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
1-10
Private
-
2014
JG
Jose GonzalezChief Investment Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Strategic Planning Associates Tech Stack

A closer look at the technologies used by Strategic Planning Associates

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Frequently Asked Questions Regarding Strategic Planning Associates

What is Strategic Planning Associates's official website?
Strategic Planning Associates's official website is www.nepafinancial.com
What is Strategic Planning Associates's Revenue?
Strategic Planning Associates's revenue is <$5 Million
What is Strategic Planning Associates's SIC code?
Strategic Planning Associates's SIC: 62,628
What is Strategic Planning Associates's NAICS code?
Strategic Planning Associates's NAICS: 52,523
How many employees does Strategic Planning Associates have?
Strategic Planning Associates has 1-10 employees
What industry does Strategic Planning Associates belong to?
Strategic Planning Associates is in the industry of: Finance, Securities Trading
What is Strategic Planning Associates competition?
Strategic Planning Associates top competitors include: Anchor Wealth Management Group, Holliger Financial Consultants, Beacon Financial Partners, CameronDowning
What technology does Strategic Planning Associates use?
Some of the popular technologies that Strategic Planning Associates uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Strategic Planning Associates?
Strategic Planning Associates contact info: Phone number: (570) 487-1983 Website: www.nepafinancial.com
What does Strategic Planning Associates do?

NEPA Financial is a financial consulting firm focused on providing services in investments, insurance, and financial planning. They aim to achieve financial freedom for their clients through meaningful relationships and personalized advice. The company caters to U.S. residents, ensuring compliance with applicable licensing and registration requirem... ents for financial services. Their team is also associated with Cadaret, Grant and Co., Inc., enhancing their scope in investment management and insurance.Read More

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

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