Island Financial Planning

Finance · Minnesota, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

145 Main St N, Bird Island, Minnesota, 5...

Phone Number

(320) 365-4099

Revenue

<$5 Million

Industry

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

About Island Financial Planning

Island Financial Planning is a financial advisory firm located in Bird Island, MN, specializing in comprehensive financial planning services. They offer a range of services including retirement planning, estate planning, insurance solutions, and investment management tailored to meet clients' risk tolerances and financial goals. The firm aims to help individuals and businesses achieve financial independence through personalized strategies and quality investment options. Their target clients include individuals seeking financial freedom, families looking for insurance protection, and businesses planning for succession.Explore more
Island Financial Planning's Social MediaPopular SearchesIsland Financial PlanningIsland Financial CorpIsland Financial Planning IncSIC Code 62,628NAICS Code 52,523Show more

Island Financial Planning Org Chart

PhoneEmail
TS
United States flag for contact location.

President

PhoneEmail

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

Is Island 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 Island Financial Planning

Compare insights from companies similar to Island 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

Island Financial Planning

<$5M
1-10
Private
-
1993
<$5M
11-50
Private
-
2007
JS
James SmithManager, Operations
<$5M
1-10
Private
-
2007
PA
Paula AndreasManager, Client Services & Office
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
CS
Cheryl StorhoffManager, Branch Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Island Financial Planning Tech Stack

A closer look at the technologies used by Island Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Island Financial Planning

What is Island Financial Planning's official website?
Island Financial Planning's official website is www.islandfinancialplanning.com
What is Island Financial Planning's Revenue?
Island Financial Planning's revenue is <$5 Million
What is Island Financial Planning's SIC code?
Island Financial Planning's SIC: 62,628
What is Island Financial Planning's NAICS code?
Island Financial Planning's NAICS: 52,523
How many employees does Island Financial Planning have?
Island Financial Planning has 1-10 employees
What industry does Island Financial Planning belong to?
Island Financial Planning is in the industry of: Finance, Securities Trading
What is Island Financial Planning competition?
Island Financial Planning top competitors include: DMW Financial, Valley Wealth Advisors, Appomattox Wealth Management, Wealth Management Group
What technology does Island Financial Planning use?
Some of the popular technologies that Island Financial Planning uses are: Tierpoint, Cloudflare Website Optimization, Google Tag Manager, Font Awesome
How do I contact Island Financial Planning?
Island Financial Planning contact info: Phone number: (320) 365-4099 Website: www.islandfinancialplanning.com
What does Island Financial Planning do?

Island Financial Planning is a financial advisory firm located in Bird Island, MN, specializing in comprehensive financial planning services. They offer a range of services including retirement planning, estate planning, insurance solutions, and investment management tailored to meet clients' risk tolerances and financial goals. The firm aims to he... lp individuals and businesses achieve financial independence through personalized strategies and quality investment options. Their target clients include individuals seeking financial freedom, families looking for insurance protection, and businesses planning for succession.Read More

What are Island Financial Planning social media links?
Island Financial Planning Facebook page
Is Island Financial Planning a public company?
Island Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Island 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.