Financial Plans & Strategies, Inc.
Financial Services
Greenwood, Indiana, United States
8 employees
- Employees
- 8
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Financial Plans & Strategies, Inc. Overview
- Headquarters
- Greenwood, Indiana, United States
- Website
- finplans.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 1982
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Financial Plans & Strategies, Inc.
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.
Financial Plans & Strategies, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Financial Plans & Strategies, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Maryanne Hall | Executive Assistant at Financial Plans & Strategies, Inc. | Greater Indianapolis, United States |
Email
|
| Lara Desotel | Director of Compliance | Greenwood, Indiana, United States |
Email
|
| Michael Meiners, Cfp®, Jd, Ppc® | President at Financial Plans & Strategies, Inc. | Greenwood, Indiana, United States |
Email
|
| Jackie Grider | Office Manager Financial Plans and Strategies | Greenwood, Indiana, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 0 |
| Finance | 2 | 2 | 1 |
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