Partners in Financial Planning
Financial Services • 
Salem, Virginia, United States • 11-20 Employees
Company overview
| Headquarters | 421 S. College Ave, Salem, VA 24153, US |
| Phone number | +18438720202 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning, Tax Preparation, Investment Management |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Key Contact at Partners in Financial Planning
Pam Poldiak
Financial Planner, Principal And Co-Founder
Partners in Financial Planning Email Formats
Partners in Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@partnersinfinancialplanning.com), used 73.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@partnersinfinancialplanning.com | 73.3% |
{first name} | john@partnersinfinancialplanning.com | 26.7% |
About Partners in Financial Planning
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do. We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life’s journey. We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn it every day!
Partners in Financial Planning revenue & valuation
| Annual revenue | $9,435,989 |
| Revenue per employee | $525,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Partners in Financial Planning has 9 employees across 2 departments.
Departments
Number of employees
Funding Data
Partners in Financial Planning has never raised funding before.
Partners in Financial Planning Tech Stack
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