The 930 Plan

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1028 Main St # 930, Fishkill, New York, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About The 930 Plan

The 930 Plan specializes in providing retirement strategies and guidance tailored to individual and couple's unique financial needs. They aim to help clients at all economic levels achieve their financial and long-term goals for a better lifestyle in retirement. The company emphasizes the importance of personalized retirement planning, considering various factors such as risk tolerance and timing of funds. They offer consultations and resources to assist clients in navigating their retirement strategies effectively.Explore more
The 930 Plan's Social MediaPopular SearchesThe 930 PlanPlanSIC Code 62,628NAICS Code 52,523Show more

The 930 Plan Org Chart

PhoneEmail
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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The 930 Plan

<$5M
1-10
Private
-
-
CO
Charles OmphaliusManaging Partner
<$5M
11-50
Private
<$5M
2010
PC
Peter CymbalakPresident & Advisor
<$5M
11-50
Private
-
2022
KR
Keely RuleVice President and Partner
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2020
DC
Dirk CumminsSenior Consultant
<$5M
11-50
Private
-
-
JR
Jaclyn RogersDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The 930 Plan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The 930 Plan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The 930 Plan.

The 930 Plan Tech Stack

A closer look at the technologies used by The 930 Plan

Top Finance Companies

Frequently Asked Questions Regarding The 930 Plan

What is The 930 Plan's official website?
The 930 Plan's official website is www.930plan.com
What is The 930 Plan's Revenue?
The 930 Plan's revenue is <$5 Million
What is The 930 Plan's SIC code?
The 930 Plan's SIC: 62,628
What is The 930 Plan's NAICS code?
The 930 Plan's NAICS: 52,523
How many employees does The 930 Plan have?
The 930 Plan has 1-10 employees
What industry does The 930 Plan belong to?
The 930 Plan is in the industry of: Finance, Securities Trading
What is The 930 Plan competition?
The 930 Plan top competitors include: Roseland Retirement Planning, Dirk Cummins & Associates, Guardian Financial Group, Padgett Retierment Planning
What technology does The 930 Plan use?
Some of the popular technologies that The 930 Plan uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
What does The 930 Plan do?

The 930 Plan specializes in providing retirement strategies and guidance tailored to individual and couple's unique financial needs. They aim to help clients at all economic levels achieve their financial and long-term goals for a better lifestyle in retirement. The company emphasizes the importance of personalized retirement planning, considering... various factors such as risk tolerance and timing of funds. They offer consultations and resources to assist clients in navigating their retirement strategies effectively.Read More

What are The 930 Plan social media links?
The 930 Plan Linkedin page The 930 Plan Facebook page
Is The 930 Plan a public company?
The 930 Plan is private company therefore does not currently have an official ticker symbol
See more information about The 930 Plan

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