TruePlan

Financial Services • Rensselaer, New York, United States • 11-20 Employees

Company overview

Headquarters	Rensselaer, New York, United States
Phone number	+18003881963
Website	trueplanadvisors.com
NAICS	52
Keywords	Merger And Acquisition Support, Investment Selection & Monitoring, Employee Communication And Education, Voluntary Programs, Consulting And Brokerage Services, Employer-Sponsored Insurance, Plan Optimization & Governance, Vendor Management & Benchmarking
Employees	11-20
Socials

Key Contacts at TruePlan

Bernard A. Gleeson

Director, Employee Benefit Sevices

Ryan Mcwalter

Senior Director Of Investments

Kylee Hall

Director, Retirement Services

TruePlan Email Formats

TruePlan uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@trueplanadvisors.com), used 72.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@trueplanadvisors.com	72.7%
{first name}{last name}	johndoe@trueplanadvisors.com	27.3%

About TruePlan

TruePlan is your trusted guide for retirement plans and employee benefits services. You’re passionate about your success and so are we. Our dedicated team helps you design and implement retirement and benefits programs for your employees, so they can focus on moving your organization forward. TruePlan provides customized solutions for your retirement and benefits needs. We are a full-service independent consulting firm, registered investment advisor and broker-dealer. TruePlan is a marketing name of Healthcare Community Securities Corp., independent broker dealer and member FINRA/SIPC, and a Registered Investment Advisor.

TruePlan revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding