Global Planning Partners

Creating Wealth, Minimizing Tax

General Information
Company Name
Global Planning Partners
Founded Year
2016
Location (Offices)
Naples, United States +2
Founders / Decision Makers
Number of Employees
6
Industries
Financial Services, Insurance, Life Sciences
Funding Stage
-
Social Media

Global Planning Partners - Company Profile

Global Planning Partners is a financial services and insurance startup founded in 2016 with a focus on creating wealth and minimizing tax. The company operates with the slogan "Creating Wealth, Minimizing Tax" and aims to empower individuals to lead optimal lives through collaborative efforts with independent agents. The company's core offerings revolve around invaluable insurance products and seamless services that provide stability, comfort, and security to its clients. Global Planning Partners is situated in South Florida and works closely with advisers to offer a range of insurance coverages including life, disability, business insurance, as well as auto and homeowners coverage on a national level. As of now, the startup's headquarter location and details of its last investment and investors are not available. Global Planning Partners is operating in a competitive market, engaging in the financial services, insurance, and life sciences industries. With its customer-centric approach and focus on addressing the dynamic needs of its clients, the company is well-positioned to make an impact in the financial services and insurance sector.

Taxonomy: insurance products, financial planning, risk mitigation, investment strategies, advisory services, asset protection, income protection, insurance coverage

Funding Rounds & Investors of Global Planning Partners (0)

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There is no investment information

Latest News of Global Planning Partners

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No recent news or press coverage available for Global Planning Partners.

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