Wise Planning: Detailed Company Information & Corporate Profile

Contact top employees from Wise Planning

Summary

Wise Planning is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Winnetka, Illinois, USA. The annual revenue of Wise Planning varies between 1 and 10M. To connect with Wise Planning employee register on SignalHire.

Wise Planning WebsiteWiseplanning.com
Social Links
linkedIn
Phone Number+1 847-834-9473
Industries
Wise Planning Headquarters addressSeattle, Washington, 98103 US
Company Size1-10 employees
SpecialtiesFee-Only Financial Planning
SIC Code6282
DMA CodeChicago Metropolitan Area
Founded1997
Estimated Annual Revenue$1 - 10M
Operating StatusIndependent Company

Workforce Turnover

Length of Employment

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Wise Planning's workforce includes employees across a wide range of tenure levels.

20% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 years60% have been with the company for more than 11 years
Contact top employees from Wise Planning
Sarah Payne
Sarah PayneFinancial Planner
Email (5)
s****e@sofi.com , s****e@zoom.com , s*********e@zoom.us , ...
Phone (4)
+1-623-***-**75 , +1-870-***-**38 , ...
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Andy Holte
Andy HolteFinancial Planner
Email (5)
a**y@wiseplanninginc.com , a**y@wiseplanning.com , a****e@plexsci.com , ...
Phone (1)
+1-***-***-5013
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Bob Fairbrook
Bob FairbrookFinancial Planner
Phone (1)
+1-***-***-8200
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Holly Pulliam
Holly PulliamOperations & Client Service Manager
Phone (1)
+1-***-***-1434
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Albert Barsanti
Albert BarsantiFinancial Advisor
Email (4)
a***@hotmail.com , a***@teraexchange.com , a***@aol.com , ...
Phone (4)
+1-623-***-**62 , +1-623-***-**82 , ...
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Brooke Crawford
Brooke CrawfordFinancial Planner
Email (4)
h***@aol.com , h***@hotmail.com , h***@suntrust.com , ...
Phone (3)
+1-520-***-**64 , +1-520-***-**54 , ...
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Phone (1)
+1-***-***-6999
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Kevin OBrien
Kevin OBrienFinancial Planner
Email (4)
k***@ey.com , k***@gmail.com , k***@hotmail.com , ...
Phone (2)
+1-205-***-**37 , +1-623-***-**36
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Wise Planning Corporate Information: FAQ

Wise Planning operates in the Finance industries. More details can be found on the official website: Wiseplanning.com.
The headquarters of Wise Planning are located in Seattle, United States.
You can contact Wise Planning by phone at +1 847-834-9473.
Wise Planning currently employs 1-10 people.
Wise Planning's revenue is approximately 7.5M.

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