FINANCIAL PLANS & STRATEGIES, INC.
Tel: 317-882-7675 375 N. Madison Avenue Greenwood, Indiana 46142-3636
About FINANCIAL PLANS & STRATEGIES, INC.
FINANCIAL PLANS & STRATEGIES, INC. is a Greenwood, Indiana based financial advisory firm with nearly $549,874,500 in assets under management and provides investment advisory services for 2777 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
123793
Firm SEC#:
801-107206
Assets Under Management:
$549,874,500
No. of Clients:
2777
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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