Circle Financial Planning

Financial Services • Indianapolis, Indiana, United States • 1-10 Employees

Company overview

Headquarters	7828 E 88th St, Indianapolis, Indiana 46256, US
Phone number	+13178410370
Websites	circleplanner.com moneyconcepts.com
NAICS	52
SIC	628
Founded	1984
Employees	1-10
Socials

Key Contact at Circle Financial Planning

Rebecca Muller

President

About Circle Financial Planning

Circle Financial Planning is dedicated to providing innovative ideas and solutions that will help bring life to your financial dreams. Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on its site or the Money Concepts page. Money Concepts does not adapt or endorse an products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn - affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment , tax or an other advice. This page is intended for U.S. persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risk, and the value of your investment will fluctuate over time and you may gain or lose money. All securities offered by Money Concepts Capital Corp. Member FINRA/SIPC. Circle Financial Planning is an independent firm not affiliated with Money Concepts Capital Corp.

Circle Financial Planning revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Circle Financial Planning has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Circle Financial Planning has never raised funding before.

Circle Financial Planning Tech Stack

Discover the technologies and tools that power Circle Financial Planning's digital infrastructure, from frameworks to analytics platforms.

jQuery

JavaScript libraries

LiteSpeed

Web servers

GoDaddy

Hosting

Contact Form 7

Form builders

HTTP/3

Miscellaneous

Open Graph

Miscellaneous

Font Awesome

Font scripts

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

MySQL

Databases

RSS

Miscellaneous

Frequently asked questions

Circle Financial Planning is located in Indianapolis, Indiana, US.

You can reach Circle Financial Planning at +13178410370.

Circle Financial Planning was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.

Circle Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Circle Financial Planning

Rebecca Muller

President

4.8

40,000 users