Investment Management & Planning
Finance · Delaware, United States · 1-10 Employees
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Overview
Headquarters
20 Montchanin Rd Ste 270, Greenville, De...Phone Number
(302) 654-5449Website
www.imandp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Investment Management & Planning
Investment Management & Planning, LLC specializes in investment management and strategic wealth planning tailored to individual client needs. They offer a comprehensive range of services including financial planning, retirement planning, and investment planning, focusing on personalized strategies to help clients achieve their financial goals. The firm emphasizes a consultative approach, ensuring that each financial plan is unique and adaptable to changing client circumstances. Their dedicated team is committed to providing transparent, informative, and solution-focused advice to support clients in their financial journeys.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Investment Management & P...
<$5M
1-10
Private
-
1995
HR
Howard RichardsonFounding Partner and President
Company Profile Activity
Activity Insights
Investment Management & Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Investment Management & Planning, LLC specializes in investment management and strategic wealth planning tailored to individual client needs. They offer a comprehensive range of services including financial planning, retirement planning, and investment planning, focusing on personalized strategies to help clients achieve their financial goals. The... Read More
