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    The Planning Center, Inc.

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    Description

    • The future is no more uncertain than the present. Let's start a conversation...Mission: A safe environment for you to talk about money A filter against the noise and chaos of the financial markets Direction and implementation of complex, inter-related planning strategies Objectivity and perspective regarding your situation A guide in helping you create choices and making decisions Simplification and organization of your financial lifeCompany Overview:The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each clients financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind.
    • location

      Headquarters:1615 5th Avenue , Moline, Illinois, United States

      More
    • The Planning Center, Inc. phone

      Phone Number: +1 309-797-4030

    • The Planning Center, Inc. website

      Website: https://www.theplanningcenter.com

    • The Planning Center, Inc. employees

      Employees:22

    • The Planning Center, Inc. revenue

      Revenue:$1 - 10M

    • The Planning Center, Inc. legal name

      Legal Name:The Planning Center, Inc.

    • The Planning Center, Inc.'s Social Media

      The Planning Center, Inc. linkedin The Planning Center, Inc. facebook The Planning Center, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for The Planning Center, Inc.

    Martin Kurtz

    Chief Executive Officer And Founder

    Person level website visitor identification

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    View Employees

    Amy Tessmer

    Chief Financial Officer

    Cicily Maton

    Partner

    Marissa Feehan

    Client Relationship Manager

    Brenda Bromley

    Client Service Manager

    Matthew Mercer

    Operations Manager

    Frequently Asked Questions regarding The Planning Center, Inc.

    • Where are The Planning Center, Inc.'s Headquarters?

      The Planning Center, Inc.'s Headquarters are in 1615 5th Avenue ,Moline,Illinois,United States

    • What is The Planning Center, Inc.'s phone number?

      The Planning Center, Inc.'s phone number is +1 309-797-4030

    • What is The Planning Center, Inc.'s official website?

      The Planning Center, Inc.'s official website is https://www.theplanningcenter.com

    • What is The Planning Center, Inc.'s Revenue?

      The Planning Center, Inc.'s revenue is $1 - 10M

    • What is The Planning Center, Inc.'s NAICS code?

      The Planning Center, Inc.'s NAICS code is 523930

    • How many employees are working in The Planning Center, Inc.

      The Planning Center, Inc. has 22 employees

    • What is The Planning Center, Inc.'s Industry?

      The Planning Center, Inc. is in the industry of Financial Services

    • Who is The Planning Center, Inc.'s CEO?

      The Planning Center, Inc.'s CEO is Martin Kurtz

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