Maze Financial Planning

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

102 Market St Ste 201, Chapel Hill, Nort...

Phone Number

(919) 929-4103

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Maze Financial Planning

Maze Financial Planning, LLC is a family-owned business that specializes in wealth management, retirement planning, portfolio management, risk management, and estate planning. They focus on building deep, meaningful relationships with clients to help them achieve their personal financial goals through customized strategies. The firm emphasizes a comprehensive approach to financial planning, addressing wealth enhancement, protection, transfer, and charitable giving. Their intended clients include individuals and families seeking guidance in navigating complex financial issues across generations.Explore more
Maze Financial Planning's Social MediaPopular SearchesMaze Financial Planning LLCWilliam H Bunch CPA PAMaze Financial PlanningMaze Properties LLCWilliam H BunchSIC Code 62,628NAICS Code 52,523Show more

Maze Financial Planning Org Chart

PhoneEmail
WB
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President & Cfp, Certified Financial Planner ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Maze Financial Planning

$5.6M
1-10
Private
-
2006
WB
William BunchPresident & Cfp, Certified Financial Planner & Professional
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Maze Financial Planning Tech Stack

A closer look at the technologies used by Maze Financial Planning

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Frequently Asked Questions Regarding Maze Financial Planning

What is Maze Financial Planning's official website?
Maze Financial Planning's official website is www.mazefp.com
What is Maze Financial Planning's Revenue?
Maze Financial Planning's revenue is $5.6 Million
What is Maze Financial Planning's SIC code?
Maze Financial Planning's SIC: 62,628
What is Maze Financial Planning's NAICS code?
Maze Financial Planning's NAICS: 52,523
How many employees does Maze Financial Planning have?
Maze Financial Planning has 1-10 employees
What industry does Maze Financial Planning belong to?
Maze Financial Planning is in the industry of: Finance, Securities Trading
What is Maze Financial Planning competition?
Maze Financial Planning top competitors include: Chronos Wealth Management, Clarus Wealth Advisors, Banyan Private Wealth, ABLE Wealth Management Solutions
What technology does Maze Financial Planning use?
Some of the popular technologies that Maze Financial Planning uses are: Drupal, reCAPTCHA, Google Universal Analytics, Cloudflare CDN
How do I contact Maze Financial Planning?
Maze Financial Planning contact info: Phone number: (919) 929-4103 Website: www.mazefp.com
What does Maze Financial Planning do?

Maze Financial Planning, LLC is a family-owned business that specializes in wealth management, retirement planning, portfolio management, risk management, and estate planning. They focus on building deep, meaningful relationships with clients to help them achieve their personal financial goals through customized strategies. The firm emphasizes a co... mprehensive approach to financial planning, addressing wealth enhancement, protection, transfer, and charitable giving. Their intended clients include individuals and families seeking guidance in navigating complex financial issues across generations.Read More

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

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