๐ฃ๐น๐ฎ๐ป๐ฉ๐ฒ๐๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we always put our clientsโ best interest before our own. For safe-keeping, we work with Charles Schwab & Co., Inc. to custody client assets. Our team of knowledgeable, fiduciary financial professionals is committed to providing you with informed wealth advice and exceptional service, to help you and your family find Financial Freedom. At ๐ฃ๐น๐ฎ๐ป๐ฉ๐ฒ๐๐ ๐๐ฒ๐ฑ๐ฒ๐ฟ๐ฎ๐น our Financial Advisors help current/former federal employees navigate the complexities of their employee and retirement benefits offered to them as federal government employees. As an active employee or retiree, donโt let the complexity of your benefits package prevent you from fully benefiting from the options youโve earned. We service clients locally and virtually on a global scale. For more information or a no-cost consultation, visit us at: www.planvestfinancial.com www.planvestfederal.com Investment Advice offered through ๐ฃ๐น๐ฎ๐ป๐ฉ๐ฒ๐๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐ป๐ฐ., a Registered Investment Advisor firm.
View Top Employees from PlanVest FinancialWebsite | http://www.planvestfinancial.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2015 |
Address | 555 Quince Orchard Rd Suite 280, Gaithersburg, Maryland 20878, US |
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Industry | Financial Services, Finance General, Comprehensive Wealth Planning, Finance, Investment Management, Retirement Planning, Risk Protection- Insurance, Education Planning, Retirement Plans, Estate Planning |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular PlanVest Financial employee's phone or email?
The PlanVest Financial annual revenue was $1 million in 2024.
Richard Clonch is the CEO of PlanVest Financial.
5 people are employed at PlanVest Financial.
PlanVest Financial is based in Gaithersburg, Maryland.
The NAICS codes for PlanVest Financial are [523, 5239, 52393, 52].
The SIC codes for PlanVest Financial are [62, 628].