Company Overview
- Headquarters
- 11410 Woodcrest Drive SE, Huntsville AL
- Website
- financialplanninghuntsville.com
- Employees
- 5
- Founded in
- 2004
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Discover Financial Planning
Discover Financial Planning is a United States-based investment advisory firm located in Huntsville, Alabama. A small company with 5 to 9 employees, Discover Financial Planning generates an annual revenue of $2.5 million. The company specializes in comprehensive, fee-based personal financial planning. Discover Financial Planning's services are geared towards helping clients define their short and long-term financial objectives. Their team works with clients to create personalized written financial plans encompassing a range of financial aspects, including retirement planning, risk management, investment management, tax optimization, college funding, and estate planning. Discover Financial Planning differentiates itself by taking a holistic approach to financial planning. They identify potential problem areas within a client's financial situation, provide tailored recommendations for improvement, and carefully select investments aligned with the client's specific goals, financial needs, and risk tolerance. For further information about Discover Financial Planning and their services, please visit their website at financialplanninghuntsville.com.
Companies Similar to Discover Financial Planning
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|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |