The Strebel Planning Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

944 Dryden Rd, Ithaca, New York, 14850, ...

Phone Number

(607) 275-1275

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1

About The Strebel Planning Group

The Strebel Planning Group is a local, independent financial services firm based in Ithaca, NY, specializing in comprehensive financial planning, insurance and risk management, investment and wealth management, as well as accounting and CPA services. They cater to both individuals and businesses, offering tailored solutions that include tax preparation, bookkeeping, and outsourced CFO services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals while ensuring their financial security. The firm is committed to community outreach and actively participates in local initiatives to support Ithaca's development.Explore more
The Strebel Planning Group's Social MediaPopular SearchesThe Strebel Planning GroupStrebel Planning GroupAngela O'NeillHorizon FinancialHorizon Financial StrategiesSIC Code 62,628NAICS Code 52,523Show more

The Strebel Planning Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Strebel Planning Grou...

<$5M
11-50
Private
-
1986
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2008
ZB
Zack BrewerFinancial Planner
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
Illustration of an envelope

Company Profile Activity

i

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High Activity

Activity Insights

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

What does this means?

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

The Strebel Planning Group Tech Stack

A closer look at the technologies used by The Strebel Planning Group

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Frequently Asked Questions Regarding The Strebel Planning Group

What is The Strebel Planning Group's official website?
The Strebel Planning Group's official website is www.strebelcpa.com
What is The Strebel Planning Group's Revenue?
The Strebel Planning Group's revenue is <$5 Million
What is The Strebel Planning Group's SIC code?
The Strebel Planning Group's SIC: 62,628
What is The Strebel Planning Group's NAICS code?
The Strebel Planning Group's NAICS: 52,523
How many employees does The Strebel Planning Group have?
The Strebel Planning Group has 11-50 employees
What industry does The Strebel Planning Group belong to?
The Strebel Planning Group is in the industry of: Finance, Securities Trading
What is The Strebel Planning Group competition?
The Strebel Planning Group top competitors include: H Papa & Associates, Radnor Financial Advisors, Fountainhead Wealth, Kokesh Financial Strategies
What technology does The Strebel Planning Group use?
Some of the popular technologies that The Strebel Planning Group uses are: WordPress.org, PHP, Google Universal Analytics, Constant Contact
How do I contact The Strebel Planning Group?
The Strebel Planning Group contact info: Phone number: (607) 275-1275 Website: www.strebelcpa.com
What does The Strebel Planning Group do?

The Strebel Planning Group is a local, independent financial services firm based in Ithaca, NY, specializing in comprehensive financial planning, insurance and risk management, investment and wealth management, as well as accounting and CPA services. They cater to both individuals and businesses, offering tailored solutions that include tax prepara... tion, bookkeeping, and outsourced CFO services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals while ensuring their financial security. The firm is committed to community outreach and actively participates in local initiatives to support Ithaca's development.Read More

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

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