Essential Planning, LLC is a financial services company based out of 500 Market St, Portsmouth, New Hampshire, United States. Learn more at our website: www.essential-planning.com. Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. Investment Advisory Services offered through Essential Planning, LLC. and Valmark Advisers, Inc., each an SEC Registered Investment Advisor. Essential Planning, LLC. is a separate entity from Valmark Securities, Inc. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.
Looking for a particular Essential Planning, LLC. employee's phone or email?
Essential Planning, LLC. Questions
The Essential Planning, LLC. annual revenue was $1 million in 2026.
Lauren MacMaster is the Director of Operations of Essential Planning, LLC..
10 people are employed at Essential Planning, LLC..
Essential Planning, LLC. is based in Portsmouth, New Hampshire.
The NAICS codes for Essential Planning, LLC. are [5239, 52, 523, 52393].
The SIC codes for Essential Planning, LLC. are [62, 628].
Top Essential Planning, LLC. Employees
-
34
-
Hunter Lord
Investment Advisor Representative at Essential Planning, LLC.
Portsmouth, NH, US1 -
Connor Cossette
Client Services Associate at Essential Planning, LLC.
Somersworth, NH, US1 -
11
-
Jessica Liu-Norton
Administrative Assistant at Essential Planning, LLC.
Portsmouth, NH, US1 -
Abby Boucher
Operations Coordinator at Essential Planning, LLC.
Sanford, ME, US1 -
1
Related Companies
