Planwealth Financial Services is a (5) STAR rated Zillow lender that offers conforming, jumbo, FHA, VA, hard money, bank statement, and USDA loans. In addition, we guarantee to every client to provide the lowest rate and terms that they can find in the industry. Feel free to forward your current mortgage rate quote to drew@planwealth.net for a competitive analysis. We will improve upon your current offer each time so you benefit. Drew LaBarbera NMLS 260569 Planwealth Financial Services NMLS 353502
| Website | http://www.planwealth.net |
| Revenue | $2 million |
| Employees | 7 (7 on RocketReach) |
| Founded | 1983 |
| Address | 2104 Green Hill Dr, McKinney, Texas 75070, US |
| Phone | (903) 814-2344 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Mortgage Lender, Home Loans, Loan Officer, Financial Services, Mortgage Broker, Real Estate Financing, Va Loans, Fha Loans, Jumbo Loans, Usda Loans, Conforming Loans, Hard Money Loans, Bank Statement Loans, Low Interest Rates, Best Mortgage Rates, Home Financing, Mortgage Rates, Refinancing, Loan Consultant, Financial Planning |
| Competitors | Fidelity Investments, Vanguard, Raymond James, Edward Jones, TD Ameritrade, TIAA, Merrill Edge, Principal Financial Group, Schwab Advisor Services, USAA HEALTH SERVICES +44 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 61 Companies, SIC Code 616 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 522 Companies, NAICS Code 52 Companies, NAICS Code 52231 Companies, NAICS Code 5223 Companies |
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Planwealth Financial Services Questions
The Planwealth Financial Services annual revenue was $2 million in 2026.
Drew Labarbera is the President, Mortgage Broker, Loan officer of Planwealth Financial Services.
7 people are employed at Planwealth Financial Services.
Planwealth Financial Services is based in McKinney, Texas.
The NAICS codes for Planwealth Financial Services are [522, 52, 52231, 5223].
The SIC codes for Planwealth Financial Services are [62, 61, 616, 621].
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