VIP Planners

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

1502 Franklin Rd SW Ste 1, Roanoke, Virg...

Phone Number

(540) 342-1895

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
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About VIP Planners

VIP Planners is an independent Registered Investment Advisor based in Roanoke, VA, specializing in financial planning, wealth management, and tax strategies. With over 30 years of experience, they provide personalized and objective investment management services to individuals and small corporations. Their services include retirement planning, estate planning, education planning, and tailored tax strategies to help clients protect their assets and achieve their financial goals. As a fiduciary, VIP Planners is committed to acting in the best interests of their clients, offering a wide range of appropriate products and services.Explore more
VIP Planners's Social MediaPopular SearchesVip Planners IncV I P PlannersV I P Planners IncTerry VandeLinde - VIP Planners IncPlanners IncSIC Code 62,628NAICS Code 52,523Show more

VIP Planners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

VIP Planners

<$5M
1-10
Private
-
1985
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
EM
Emilee ManleyClient Service Manager
<$5M
1-10
Private
-
2014
HS
Holly SherrerFinancial Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

VIP Planners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

VIP Planners Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding VIP Planners

What is VIP Planners's official website?
VIP Planners's official website is www.vipplanners.com
What is VIP Planners's Revenue?
VIP Planners's revenue is <$5 Million
What is VIP Planners's SIC code?
VIP Planners's SIC: 62,628
What is VIP Planners's NAICS code?
VIP Planners's NAICS: 52,523
How many employees does VIP Planners have?
VIP Planners has 1-10 employees
What industry does VIP Planners belong to?
VIP Planners is in the industry of: Finance, Securities Trading
What is VIP Planners competition?
VIP Planners top competitors include: Copper Canyon Wealth Management, Stockade Wealth Management, Dogwood Wealth Advisors, Ascential Wealth
What technology does VIP Planners use?
Some of the popular technologies that VIP Planners uses are: RackSpace Cloud DNS, Google Font API, BBB For Businesses, Google Tag Manager
How do I contact VIP Planners?
VIP Planners contact info: Phone number: (540) 342-1895 Website: www.vipplanners.com
What does VIP Planners do?

VIP Planners is an independent Registered Investment Advisor based in Roanoke, VA, specializing in financial planning, wealth management, and tax strategies. With over 30 years of experience, they provide personalized and objective investment management services to individuals and small corporations. Their services include retirement planning, esta... te planning, education planning, and tailored tax strategies to help clients protect their assets and achieve their financial goals. As a fiduciary, VIP Planners is committed to acting in the best interests of their clients, offering a wide range of appropriate products and services.Read More

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

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