Capital Planning Associates

Capital Planning Associates

Financial Services, 616 W Main St, Ville Platte, Louisiana, 70586, United States, 1-10 Employees

capplanassociates.com

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Who is CAPITAL PLANNING ASSOCIATES

It is important to know who we are and what we do for our clients at Capital Planning Associates. It is most important that you know why we do what we do. We are committed to maintaining ...

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  • 616 W Main St, Ville Platte, Louisiana, 70586, United States Headquarters: 616 W Main St, Ville Platte, Louisiana, 70586, United States
  • 1989 Date Founded: 1989
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6162 | NAICS Code: 523999 | Show More

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Capital Planning Associates Org Chart and Mapping

Employees

Jessica Johnson

Agent/Marketing Director

Ronald Bye

Capital Planning Consultant

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Frequently Asked Questions Regarding Capital Planning Associates

Answer: Capital Planning Associates's headquarters are located at 616 W Main St, Ville Platte, Louisiana, 70586, United States

Answer: Capital Planning Associates's phone number is +18*********

Answer: Capital Planning Associates's official website is https://capplanassociates.com

Answer: Capital Planning Associates's revenue is $1 Million to $5 Million

Answer: Capital Planning Associates's SIC: 6162

Answer: Capital Planning Associates's NAICS: 523999

Answer: Capital Planning Associates has 1-10 employees

Answer: Capital Planning Associates is in Financial Services

Answer: Capital Planning Associates contact info: Phone number: +18********* Website: https://capplanassociates.com

Answer: It is important to know who we are and what we do for our clients at Capital Planning Associates. It is most important that you know why we do what we do. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our firm is dedicated to helping our clients to maximize their financial opportunities by building a game plan to deal with savings, debt, investments and insurance. We help our clients to preserve their wealth and to work towards their financial goals. Licensed to sell insurance products in Louisiana, Texas, Mississippi, Oregon, Colorado and North Carolina. Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Capital Planning Associates, LLC are not affiliated entities. Investing involves risk including the potential loss of principal.

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