Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Center for Financial Planning

Center for Financial Planning

Located in Southfield, Mich., Center for Financial Planning, Inc.® ("The Center") has been committed to assisting people with life's most important financial goals since 1985. With twelve financial planners offering various specialties, 30 team members and over $1 billion in assets under management (as of 7/28/2020), The Center partners with clients in 40 states and six countries to help them achieve their individualized financial goals. Center for Financial Planning, Inc. is a Registered Investment Advisor and independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC). Investment advisory services are offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc. ® is not a registered broker/dealer and is independent of Raymond James Financial Services.

Last updated on

About Center for Financial Planning

Founded

1985

Estimated Revenue

$1M-$10M

Employees

11-50

Funding / Mkt. Cap

$350K

Category

Industry

Financial Services

Location

City

Southfield

State

Michigan

Country

United States
Center for Financial Planning

Center for Financial Planning

Find your buyer within Center for Financial Planning

Tech Stack (60)

search