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Financial Planning Services

Financial Planning Services Revenue

Financial ServicesFlag of USBoise, Idaho, United States1-10 Employees

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Financial Planning Services revenue & valuation

Annual revenue$19,400,000
Revenue per employee$2,770,000
Estimated valuation?$62,100,000
Total fundingNo funding

Key Contact at Financial Planning Services

Flag of US

Stan Mock

Founder And Registered Principal

Company overview

Headquarters3601 N. Lake Harbor Lane, Boise, ID 83703, US
Phone number+12088534600
Website
NAICS52
SIC628
Keywords
Wealth Management, College Planning, Retirement Planning, Life Insurance, Portfolio Management, Financial Planning, Estate Planning, Mutual Funds, 401(K)S, Variable Annuities, Small Business Planning, Unit Investment Trusts, Social Security Filing Strategies
Founded1978
Employees1-10
Socials

Financial Planning Services Email Formats

Financial Planning Services uses 1 email format. The most common is {first initial} (e.g., j@fps4u.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@fps4u.com
100%

About Financial Planning Services

Founded in 1978, our focus has always been on helping clients realize their goals and dreams. Visit our website today at www.fps4u.com or call to make an appointment at 208-853-4600. Come see what sets us apart! Securities Offered Through The O.N. Equity Sales Company. Member FINRA/SIPC. Investment Advisory Services Offered Through O.N. Investment Management Company.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Founder/Owner
Manager

Employees by Department

Financial Planning Services has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Financial Planning Services has never raised funding before.

Financial Planning Services Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Financial Planning Services is located in Boise, Idaho, US.
You can reach Financial Planning Services at +12088534600.
Financial Planning Services generates an estimated annual revenue of $19,388,169. This revenue figure reflects the company's market position and business performance in its industry.
Financial Planning Services has an estimated valuation of $62,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Financial Planning Services was founded in 1978, making it 48 years old. The company has established itself as a significant player in its industry over this time.
Financial Planning Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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