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The Practical Planner Logo
The Practical Planner Growth Score
83
CB Rank
3149550
Heat Score
48
The Practical Planner is a financial planning firm that provides financial advice and wealth management services.
Private Groton, Massachusetts, United States1-10 practicalplanner.com/
Advice
Financial Services
Wealth Management
Overview

The Practical Planner
Growth Score
83
Heat Score
48

Growth Score83
-5 pts
in past quarter
Heat Score 48
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About The Practical Planner

CB Rank
3149550
The Practical Planner is a financial planning firm that provides financial advice and wealth management services.
Private Groton, Massachusetts, United States1-10 practicalplanner.com/
Advice
Financial Services
Wealth Management

Details

Legal Name The Practical Planner, LLC
Operating Status Active
Company Type For Profit
Phone Number 978-448-3403
Contact Email info@practicalplanner.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning Retainer
An annual retainer service providing holistic financial planning including goal setting, investment advisory, tax planning, retirement, insurance, and estate planning.
Investment Advisory Services
Customized investment strategies designed to align with clients' risk tolerance, tax situation, and financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$454.2KThis year, The Practical Planner is projected to spend $454.2K on IT, according to Aberdeen.

Active Website Tech Count

3The Practical Planner is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is The Practical Planner's headquarters? The Practical Planner is located in Groton, Massachusetts, United States.Who are The Practical Planner's competitors? Alternatives and possible competitors to The Practical Planner may include JCN Financial & Tax Advisory Group, Legacy Financial Advisors, and  Brian Low Financial Group.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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