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Diversified Planners Logo
Diversified Planners CB Rank
2377054
Heat Score
50
Diversified Planners is a financial institution that offers retirement planning, wealth management, advisory, and tax management services.
Founded
obfuscation
Private Greensburg, Pennsylvania, United States1-10 www.diversifiedplanners.com/
Advice
Financial Services
Professional Services
Retirement
Wealth Management
Overview

Diversified Planners
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
-12 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 Diversified Planners

CB Rank
2377054
Diversified Planners is a financial institution that offers retirement planning, wealth management, advisory, and tax management services.
Founded
obfuscation
Private Greensburg, Pennsylvania, United States1-10 www.diversifiedplanners.com/
Advice
Financial Services
Professional Services
Retirement
Wealth Management

Details

Legal Name Diversified Planners, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 724-836-6907
Contact Email tom@diversifiedplanners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Charitable Remainder Trust
An estate planning tool allowing donors to gift assets to charity while retaining income for themselves or family, with potential tax benefits.
Life and Other Personal Insurance
Insurance products including life, health, automobile, homeowners, liability, disability, and long-term care insurance to protect individuals and families from financial risks.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News
Technology
View Tech Report

IT Spend

$68.1KThis year, Diversified Planners is projected to spend $68.1K on IT, according to Aberdeen.

Active Website Tech Count

13Diversified Planners is actively using 13 technologies for its website, according to BuiltWith. These include SSL by Default, Euro, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Diversified Planners's headquarters? Diversified Planners is located in Greensburg, Pennsylvania, United States.Who are Diversified Planners's competitors? Alternatives and possible competitors to Diversified Planners may include Pacific Lending, Vorpahl Wing Securities, and  221 B Advisory Services.
Who We Are
What We Do
Helpful Links
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