Concise also provides complete, detailed flash training demos that are accessible to all users at any time. Concise also provides support via email (or phone when necessary). Should, however, you wish additional training, Concise will arrange it at your convenience for a nominal fee.
| Website | http://www.conciseplanning.com |
| Revenue | $3 million |
| Employees | View employees |
| Address | 3734 Elizabeth Ct, Houston, Texas 77025, US |
| Phone | +1 713-661-4339 |
| Industry | Business Services General, Business Services |
| Competitors | Fisher Investments, Vanguard, Schwab Advisor Services, TD Ameritrade, Edward Jones, Merrill Lynch, Financial Services Company, TIAA, LPL Financial, J.P. Morgan +41 more (view full list) |
| SIC | SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 736 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies |
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Concise Planning Questions
The Concise Planning annual revenue was $3 million in 2026.
Concise Planning is based in Houston, Texas.
The NAICS codes for Concise Planning are [5611, 561110, 56111, 561, 56].
The SIC codes for Concise Planning are [73, 874, 736, 87].
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