The Planning Center

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1615 5th Ave, Moline, Illinois, 61265, U...

Phone Number

(309) 797-4030

Revenue

$19.4 Million

Industry

Finance Securities Trading

About The Planning Center

The Planning Center is a fee-only financial planning firm that offers personalized financial guidance to individuals and families at various life stages. Their services include asset and debt management, investment management, tax planning, estate planning, and retirement planning, among others. The firm aims to provide clients with peace of mind and support as they navigate life's transitions, such as marriage, career changes, and retirement. With a team of experienced financial advisors, The Planning Center is dedicated to helping clients achieve their financial goals and build a fulfilling life.Explore more
The Planning Center's Social MediaSIC Code 62,628NAICS Code 52,523Show more

The Planning Center Org Chart

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Chief Financial Officer

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Chief Operating Officer

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Compare Similar Companies to The Planning Center

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Planning Center

$19.4M
11-50
Private
<$5M
1998
AT
Amy TessmerChief Financial Officer
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
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The Planning Center Tech Stack

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Frequently Asked Questions Regarding The Planning Center

What is The Planning Center's official website?
The Planning Center's official website is www.theplanningcenter.com
What is The Planning Center's Revenue?
The Planning Center's revenue is $19.4 Million
What is The Planning Center's SIC code?
The Planning Center's SIC: 62,628
What is The Planning Center's NAICS code?
The Planning Center's NAICS: 52,523
How many employees does The Planning Center have?
The Planning Center has 11-50 employees
What industry does The Planning Center belong to?
The Planning Center is in the industry of: Finance, Securities Trading
What is The Planning Center competition?
The Planning Center top competitors include: Waterford Advisors, HBKS Wealth Advisors, The Holland Group, ProVise Management Group
What technology does The Planning Center use?
Some of the popular technologies that The Planning Center uses are: WordPress.org, Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform
Who is the CFO of The Planning Center?
The Planning Center's CFO is Amy Tessmer
How do I contact The Planning Center?
The Planning Center contact info: Phone number: (309) 797-4030 Website: www.theplanningcenter.com
What does The Planning Center do?

The Planning Center is a fee-only financial planning firm that offers personalized financial guidance to individuals and families at various life stages. Their services include asset and debt management, investment management, tax planning, estate planning, and retirement planning, among others. The firm aims to provide clients with peace of mind a... nd support as they navigate life's transitions, such as marriage, career changes, and retirement. With a team of experienced financial advisors, The Planning Center is dedicated to helping clients achieve their financial goals and build a fulfilling life.Read More

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

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