Company Overview
- Headquarters
- 5825 Feldspar Way, Hoover AL
- Website
- fiplanpartners.com
- Phone
- (205) 989-3498
- Employees
- 11
- Founded in
- 2005
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Fi Plan Partners
Fi Plan Partners is a financial services firm located in Hoover, Alabama, with 11 employees. The company provides personalized financial planning and investment services. Fi Plan Partners offers a unique approach to financial planning called Your Financial House®, which is designed to create a custom Financial Blueprint tailored to each client's individual needs and goals. This process aims to reduce client anxieties about financial matters, enhance their strengths, and provide them with the knowledge to make informed decisions. The company emphasizes open communication with clients, keeping them informed about their portfolio and the financial markets. Fi Plan Partners believes in building strong relationships with its clients based on trust and transparency. Clients can reach Fi Plan Partners through their website at fiplanpartners.com, or through their investing blog located at fiplanpartners.com/insights/.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |