Sussman Financial Planning

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

110 E Broward Blvd, Fort Lauderdale, Flo...

Phone Number

(561) 487-2808

Revenue

<$5 Million

Industry

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

About Sussman Financial Planning

MLS Wealth Management is a financial services firm specializing in fiduciary financial planning and wealth guidance, dedicated to building long-term relationships with clients. They serve individuals, families, and business owners nationwide, providing coordinated support through various life stages, from wealth building to retirement planning. The firm emphasizes clarity and organization in financial decision-making, ensuring that clients' priorities are aligned with their long-term goals. Their integrated services encompass planning, investments, taxes, and strategy, fostering a cohesive approach to financial management.Explore more
Sussman Financial Planning's Social MediaPopular SearchesSussman Financial Planningsussman financial planning IncFinancial Planning IncFinancial Planning Corporation of Fort Lauderdale ...SIC Code 62,628NAICS Code 52,523Show more

Sussman Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sussman Financial Plannin...

<$5M
1-10
Private
-
-
MS
Matthew SussmanFinancial Advisor
$7.1M
1-10
Private
-
2014
Kevin Scribner, Chief Financial Officer & Senior Founder at Core Financial Group
Kevin ScribnerChief Financial Officer & Senior Founder
<$5M
11-50
Private
-
-
DM
David MorrisonSenior Financial Advisor
<$5M
1-10
Private
-
2006
JC
Joshua CanniffPresident & Financial Advisor
<$5M
1-10
Private
-
2006
MP
Mihai PetrascuFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sussman Financial Planning Tech Stack

A closer look at the technologies used by Sussman Financial Planning

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Frequently Asked Questions Regarding Sussman Financial Planning

What is Sussman Financial Planning's official website?
Sussman Financial Planning's official website is www.sussmanfinancialplanning.com
What is Sussman Financial Planning's Revenue?
Sussman Financial Planning's revenue is <$5 Million
What is Sussman Financial Planning's SIC code?
Sussman Financial Planning's SIC: 62,628
What is Sussman Financial Planning's NAICS code?
Sussman Financial Planning's NAICS: 52,523
How many employees does Sussman Financial Planning have?
Sussman Financial Planning has 1-10 employees
What industry does Sussman Financial Planning belong to?
Sussman Financial Planning is in the industry of: Finance, Securities Trading
What is Sussman Financial Planning competition?
Sussman Financial Planning top competitors include: MIP Financial, Core Financial Group, Rice Creek Professional Building, Tozer Wealth Management
What technology does Sussman Financial Planning use?
Some of the popular technologies that Sussman Financial Planning uses are: Enom DNS Hosting, Amazon Web Hosting
How do I contact Sussman Financial Planning?
Sussman Financial Planning contact info: Phone number: (561) 487-2808 Website: www.sussmanfinancialplanning.com
What does Sussman Financial Planning do?

MLS Wealth Management is a financial services firm specializing in fiduciary financial planning and wealth guidance, dedicated to building long-term relationships with clients. They serve individuals, families, and business owners nationwide, providing coordinated support through various life stages, from wealth building to retirement planning. The... firm emphasizes clarity and organization in financial decision-making, ensuring that clients' priorities are aligned with their long-term goals. Their integrated services encompass planning, investments, taxes, and strategy, fostering a cohesive approach to financial management.Read More

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

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