Strategic Planning Associates Revenue

Business Consulting and Services • Melville, New York, United States • 11-20 Employees

Strategic Planning Associates revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Business Consulting and Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contacts at Strategic Planning Associates

Charlotte Burnell

Owner

Maureen D’Amico

Director Of Investment Operations

Company overview

Headquarters	400 Broadhollow Rd, Ste 200, Melville, New York 11747, US
Phone number	+1532024797
Websites	nm.com strategicplanningassociates.nm.com
NAICS	5416
Founded	2002
Employees	11-20
Socials

Strategic Planning Associates Email Formats

Strategic Planning Associates uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	100%

About Strategic Planning Associates

Thank you for visiting Strategic Planning Associates! We are committed to helping you plan for the life you want to live; just as no two clients are alike, no two plans are alike. Our team takes the time to get to know what sets you apart. By understanding your values, vision, and goals, we develop a uniquely tailored plan and collaborate with you and your family to monitor and manage the plan to help you achieve financial independence. As Northwestern Mutual’s Private Client Group member, we combine our world-class planning expertise and client service with the unmatched financial strength, resources, and expertise of Northwestern Mutual to deliver comprehensive financial plans, risk management, and investment management solutions.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Strategic Planning Associates has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

Strategic Planning Associates has never raised funding before.

Frequently asked questions

Strategic Planning Associates is located in Melville, New York, US.

You can reach Strategic Planning Associates at +1532024797.

Strategic Planning Associates generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

Strategic Planning Associates has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Strategic Planning Associates was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Strategic Planning Associates has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Strategic Planning Associates

Charlotte Burnell

Owner

Maureen D’Amico

Director Of Investment Operations

4.8

40,000 users