Financialadvice4me LLC (Plan & Act)

www.planandact.com

Formerly AdviceOverWeb

High-Tech Company

TECH VERTICALS

Content Management, Digital Media, Entertainment, FinTech

General Data

Sector	Enterprise Software & Infrastructure
Company Stage:	Initial Revenues
Established	2008
Number of Employees	5

DESCRIPTION

Plan&Act is a Fee-only financial planning service that offers independent money management. Plan&Act are a Registered Investment Advisor with the Securities and Exchange Commission (SEC) comprised of experienced fiduciary advisors who are completely committed to providing objective financial advice. Plan&Act maintain a fiduciary relationship with our clients and assume a legal duty to place your interests ahead of our own.

TECHNOLOGY

Plan and Act offers solutions for personalized road-map to financial security. Specialties: financial plan, money management, savings, financial advice, retirement planning.

	TARGET MARKETS
	Individuals, Advisors, Independent Consultants, Experts.

	BUSINESS MODEL
	B2B

CONTACT INFO

Expand / Collapse All

Main Address: Buena Vista, United States

Address	912 South Main St.
City	Buena Vista
State/Province	CO
Country	United States
Zip	81211-1582

Contact Person	abC Defghij
Company E-mail	abC Defghij
Telephone	abC Defghij
Fax	abC Defghij

	MANAGEMENT

Key Executive

Name	Title	Previous Position
Mr. David Ron	CEO & Co-Founder	DragOnFlow Systems (Chief of Product)
Mr. Robert J Schumann	Chief Advice Officer
Mr. Eldad Taub	Co-Founder	Optimata (CEO)

Last Updated:	abCDe
IVC Number:	abCDe