Total Financial Planning

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

10216 Rockville Pike Apt 402, Rockville,...

Phone Number

(301) 897-9611

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 Total Financial Planning

Joseph A. Dunn Jr. offers comprehensive portfolio management and retirement strategies tailored to individual financial goals. The firm serves a diverse clientele, including executives, peak career professionals, pre-retirees, retirees, high-net-worth individuals, and business owners. Their services encompass tax planning, financial planning, investment strategy, and wealth management, ensuring a holistic approach to financial well-being. Joseph A. Dunn Jr. prioritizes long-term relationships and personalized strategies to help clients navigate their financial journeys.Explore more
Popular SearchesTotal Financial PlanningH Beck IncJoseph A Dunn Jr Mba LutcfJoseph Dunn Jr Mba LutcfBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Total Financial Planning

<$5M
1-10
Private
-
-
N/A
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
$5.1M
11-50
Private
-
2011
CW
Christopher WycislakChief Financial Officer
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
<$5M
1-10
Private
-
1981
<$5M
1-10
Private
-
-
CK
Chad KrikorianOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Total Financial Planning Tech Stack

A closer look at the technologies used by Total Financial Planning

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Frequently Asked Questions Regarding Total Financial Planning

What is Total Financial Planning's official website?
Total Financial Planning's official website is www.joedunnfinancial.com
What is Total Financial Planning's Revenue?
Total Financial Planning's revenue is <$5 Million
What is Total Financial Planning's SIC code?
Total Financial Planning's SIC: 62,628
What is Total Financial Planning's NAICS code?
Total Financial Planning's NAICS: 52,523
How many employees does Total Financial Planning have?
Total Financial Planning has 1-10 employees
What industry does Total Financial Planning belong to?
Total Financial Planning is in the industry of: Finance, Securities Trading
What is Total Financial Planning competition?
Total Financial Planning top competitors include: Finesco Associates, Gary N. Krikorian CPA, Investment Advisors, Merchant Financial Services
What technology does Total Financial Planning use?
Some of the popular technologies that Total Financial Planning uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, GoDaddy DNS
How do I contact Total Financial Planning?
Total Financial Planning contact info: Phone number: (301) 897-9611 Website: www.joedunnfinancial.com
What does Total Financial Planning do?

Joseph A. Dunn Jr. offers comprehensive portfolio management and retirement strategies tailored to individual financial goals. The firm serves a diverse clientele, including executives, peak career professionals, pre-retirees, retirees, high-net-worth individuals, and business owners. Their services encompass tax planning, financial planning, inves... tment strategy, and wealth management, ensuring a holistic approach to financial well-being. Joseph A. Dunn Jr. prioritizes long-term relationships and personalized strategies to help clients navigate their financial journeys.Read More

Is Total Financial Planning a public company?
Total Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Total Financial Planning

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