Financial Plans & Strategies Email Formats

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

Financial Plans & Strategies Email Formats

Financial Plans & Strategies uses 3 email formats. The most common is {first name} (e.g., john@finplans.com), used 50% of the time.

Format	Example	Percentage
{first name}	john@finplans.com	50%
{first name}{last name}	johndoe@finplans.com	30%
{first initial}	j@finplans.com	20%

Key Contacts at Financial Plans & Strategies

Maggie Meiners

Chief Executive Officer

Lara Desotel

Director Of Compliance

Company overview

Headquarters	375 North Madison Avenue, Greenwood, Indiana 46142, US
Phone number	+13178827675
Website	finplans.com
NAICS	52
SIC	628
Keywords	Insurance Planning, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Cash Flow Planning, Retirement Plan Consulting, Charitable Gifting, College Saving, Medicare And Social Security Planning
Founded	1982
Employees	1-10
Socials

About 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, 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Financial Plans & Strategies has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Financial Plans & Strategies has never raised funding before.

Frequently asked questions

Financial Plans & Strategies is located in Greenwood, Indiana, US.

You can reach Financial Plans & Strategies at +13178827675.

Financial Plans & Strategies was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Financial Plans & Strategies

Maggie Meiners

Chief Executive Officer

Lara Desotel

Director Of Compliance

4.8

40,000 users