Edwards Phillip M Financial Planning

Finance · Ohio, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1 Monument Sq Ste 202, Urbana, Ohio, 430...

Phone Number

(937) 652-3385

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Edwards Phillip M Financial Planning

Phillip M. Edwards Financial Planning offers comprehensive financial planning, investment advice, and business consulting services. The firm caters to individuals and couples seeking guidance on financial matters, including tax strategies and insurance solutions. With a focus on personalized service, they provide resources such as calculators, newsletters, and educational videos to assist clients in making informed financial decisions. The company is licensed to sell insurance and annuity products in several states, including Ohio, Georgia, Florida, and Michigan.Explore more
Popular SearchesEdwards Phillip M Financial PlanningBroadridge Investor Communication Solutions IncPhillip Edwardsphillipedwards.comEdwards Phillip M FinclSIC Code 62,628NAICS Code 52,523Show more

Edwards Phillip M Financial Planning Org Chart

PhoneEmail
PE
United States flag for contact location.

Financial Planning, Tax and Business Consulti...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Edwards Phillip M Financial Planning your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Edwards Phillip M Financial Planning

Compare insights from companies similar to Edwards Phillip M Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edwards Phillip M Financi...

<$5M
1-10
Private
-
-
PE
Phillip EdwardsFinancial Planning, Tax and Business Consulting
<$5M
11-50
Private
-
2001
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
1960
Michael Thein, President, Abbey Investment Services at Thein Financial Group
Michael TheinPresident, Abbey Investment Services
<$5M
1-10
Private
-
1985
LH
Letty HawkesRegistered Representative
<$5M
1-10
Private
-
1984
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Edwards Phillip M Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Edwards Phillip M Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Edwards Phillip M Financial Planning.

Edwards Phillip M Financial Planning Tech Stack

A closer look at the technologies used by Edwards Phillip M Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Edwards Phillip M Financial Planning

What is Edwards Phillip M Financial Planning's official website?
Edwards Phillip M Financial Planning's official website is www.phillipedwards.com
What is Edwards Phillip M Financial Planning's Revenue?
Edwards Phillip M Financial Planning's revenue is <$5 Million
What is Edwards Phillip M Financial Planning's SIC code?
Edwards Phillip M Financial Planning's SIC: 62,628
What is Edwards Phillip M Financial Planning's NAICS code?
Edwards Phillip M Financial Planning's NAICS: 52,523
How many employees does Edwards Phillip M Financial Planning have?
Edwards Phillip M Financial Planning has 1-10 employees
What industry does Edwards Phillip M Financial Planning belong to?
Edwards Phillip M Financial Planning is in the industry of: Finance, Securities Trading
What is Edwards Phillip M Financial Planning competition?
Edwards Phillip M Financial Planning top competitors include: Broadridge Financial Solutions, Thein Financial Group, Devon Financial Group, A R Bruce
What technology does Edwards Phillip M Financial Planning use?
Some of the popular technologies that Edwards Phillip M Financial Planning uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Neustar UltraDNS
How do I contact Edwards Phillip M Financial Planning?
Edwards Phillip M Financial Planning contact info: Phone number: (937) 652-3385 Website: www.phillipedwards.com
What does Edwards Phillip M Financial Planning do?

Phillip M. Edwards Financial Planning offers comprehensive financial planning, investment advice, and business consulting services. The firm caters to individuals and couples seeking guidance on financial matters, including tax strategies and insurance solutions. With a focus on personalized service, they provide resources such as calculators, news... letters, and educational videos to assist clients in making informed financial decisions. The company is licensed to sell insurance and annuity products in several states, including Ohio, Georgia, Florida, and Michigan.Read More

Is Edwards Phillip M Financial Planning a public company?
Edwards Phillip M Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Edwards Phillip M Financial Planning

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.