Planning Concepts
Real Estate • 
Dallas, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 3619 Amber Hills Dr, Dallas, Texas 75287, US |
| Phone number | +19207303333 |
| Website | |
| NAICS | 522292 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Planning Concepts
Nelson Secretario
Principal Owner / Advisor
Planning Concepts Email Formats
Planning Concepts uses 1 email format. The most common is {first initial} (e.g., j@planningconcepts.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@planningconcepts.net | 100% |
About Planning Concepts
Planning concepts, inc. is an independent financial firm in appleton, wi that has over 100 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. They offer a range of services including investment strategy, retirement planning, estate management, and family support.
$
Planning Concepts revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Real Estate industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
Planning Concepts has never raised funding before.
France
Belgium
Australia
United Kingdom
Canada
Frequently asked questions
Planning Concepts is located in Dallas, Texas, US.
You can reach Planning Concepts at +19207303333.
Planning Concepts has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
