Financial Plans & Strategies

Financial Plans & Strategies

Financial Services, 375 North Madison Avenue, Greenwood, Indiana, 46142, United States, 11-50 Employees

finplans.com

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Who is FINANCIAL PLANS & STRATEGIES

Financial Plans & Strategies, Inc. is a premier wealth management firm, headquartered in the Midwest. Our multi-disciplined team of professionals including Certified Financial Planners TM...

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  • 375 North Madison Avenue, Greenwood, Indiana, 46142, United States Headquarters: 375 North Madison Avenue, Greenwood, Indiana, 46142, United States
  • 1982 Date Founded: 1982
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from FINANCIAL PLANS & STRATEGIES

Financial Plans & Strategies Org Chart and Mapping

Employees

Amber McCoy

Lead Securities Processor

Maggie Meiners

Chief Operating Officer

Alicia Cummings

Administrative Assistant/Office Manager/Paralegal

Lara Desotel

Director of Compliance

Maryanne Hall

Administrative Assistant

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Frequently Asked Questions Regarding Financial Plans & Strategies

Answer: Financial Plans & Strategies's headquarters are located at 375 North Madison Avenue, Greenwood, Indiana, 46142, United States

Answer: Financial Plans & Strategies's phone number is 31********

Answer: Financial Plans & Strategies's official website is https://finplans.com

Answer: Financial Plans & Strategies's revenue is $50 Million to $100 Million

Answer: Financial Plans & Strategies's SIC: 6282

Answer: Financial Plans & Strategies's NAICS: 523940

Answer: Financial Plans & Strategies has 11-50 employees

Answer: Financial Plans & Strategies is in Financial Services

Answer: Financial Plans & Strategies contact info: Phone number: 31******** Website: https://finplans.com

Answer: Financial Plans & Strategies, Inc. is a premier wealth management firm, headquartered in the Midwest. Our multi-disciplined team of professionals including Certified Financial Planners TM, Professional Plan Consultants, Attorneys and a Certified Public Accountant take a holistic approach in helping clients achieve their financial and estate planning goals. We have provided our services to individuals, couples and organizations for over 40 years. Financial Plans & Strategies, Inc. is compensated on a fee-only basis and embraces the fiduciary standard under which our primary responsibility is to help our clients meet their goals. Contact us today to get started on the path to your financial freedom.

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