


Tax-Sheltered Planning
Financial Services • Fayetteville, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 225 Fairway Dr, Fayetteville, North Carolina 28305, US |
| NAICS | 52 |
| Founded | 1977 |
| Employees | 1-10 |
Key Contact at Tax-Sheltered Planning
Thomas J. Hall
President
About Tax-Sheltered Planning
225 Fairway Drive Fayetteville, NC 28305 SECURITIES OFFERED THROUGH GWN SECURITIES, INC. 11440 NORTH JOG ROAD PALM BEACH GARDENS, FL 33418 561.472.2700 MEMBER FINRA, SIPC www.finra.org www.sipc.org TAX-SHELTERED PLANNING, INC. AND GWN SECURITIES, INC. ARE NON-AFFILIATED COMPANIES
$
Tax-Sheltered Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Funding Data
Tax-Sheltered Planning has never raised funding before.
Frequently asked questions
What is the address of Tax-Sheltered Planning?
Tax-Sheltered Planning is located in Fayetteville, North Carolina, US.
When was Tax-Sheltered Planning founded?
Tax-Sheltered Planning was founded in 1977, making it 49 years old. The company has established itself as a significant player in its industry over this time.
How many employees does Tax-Sheltered Planning have?
Tax-Sheltered Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users



