Center for Financial Planning Inc

  • Financial Services
  • Southfield MI
  • 28 employees
  • Financial Services
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Company Overview

Headquarters
Phone: 248.948.7900, Address: 24800 Denso Drive, Suite 300, Southfield MI
Website
centerfinplan.com
Phone
(248) 948-7900
Employees
28
Founded in
1985
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Center for Financial Planning Inc

Center for Financial Planning, Inc. is a privately managed wealth management firm based in Southfield, Michigan. Founded in 1985, the company employs 28 individuals. Center for Financial Planning, Inc. provides wealth management and registered investment advisor services to families and individuals across Michigan and 40 other states. They manage over $1.6 billion in assets. The Center is an independent Registered Investment Advisor with securities offered through Raymond James Financial Services, Inc. A subsidiary of Raymond James Financial, Inc. Interested parties can learn more about the services offered by Center for Financial Planning, Inc. by visiting their website at centerfinplan.com.

Company Leadership

Nick Defenthaler

Partner | Financial Advisor,RJFS

Phone Email

Center for Financial Planning Inc Industry Tags

Comprehensive Financial Planning
Investment Management
Financial Services
Financial Advisory Services
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FAQ

What is the location of Center for Financial Planning Inc's headquarters?
The headquarters of Center for Financial Planning Inc are situated at Phone: 248.948.7900, Address: 24800 Denso Drive, Suite 300, Southfield MI
What is Center for Financial Planning Inc's phone number?
Center for Financial Planning Inc's contact number is (248) 948-7900.
What is Center for Financial Planning Inc's official website?
The official website of Center for Financial Planning Inc can be found at centerfinplan.com.
What is Center for Financial Planning Inc's current revenue?
As of January 2015, Center for Financial Planning Inc's annual revenue reached $10B.
How many employees does Center for Financial Planning Inc currently have?
Center for Financial Planning Inc employs approximately 28+ people as of January 2015
Which industries is Center for Financial Planning Inc primarily operating in?
Center for Financial Planning Inc operates in the following industries: Finance, Credit
Who is the Partner | Financial Advisor,RJFS of Center for Financial Planning Inc?
Center for Financial Planning Inc's Partner | Financial Advisor,RJFS is Nick Defenthaler
What are Center for Financial Planning Inc's industry tags?
Center for Financial Planning Inc's industry tags include: Comprehensive Financial Planning, Investment Management, Financial Services
When was Center for Financial Planning Inc founded?
Center for Financial Planning Inc was founded in 1985.

Employee Directory

Key Employees

Jen Hackmann

Registered Client Service Manager & Paraplanner

Phone Email

Angela Palacios

Partner & Director of Investments

Phone Email

Raya Chope

Client Services Manager

Phone Email

Alexander Valente

IT Support Associate

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