Method Financial Planning - Crunchbase Company Profile & Funding

Overview

Method Financial Planning

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Method Financial Planning

CB Rank

354554

Method Financial Planning that offers investment management services along with a comprehensive range of consulting & advisory services.

Founded

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Private

Fountainville, Pennsylvania, United States

1-10

www.methodfinancialplanning.com/

Accounting

Consulting

Financial Services

Retirement

Key People

Katie Burke: President and Founder

Details

Operating Status

Active

Company Type

For Profit

Founders

Katie Burke

Phone Number

+1-215-534-3440

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that creates comprehensive financial plans tailored to individual goals and needs to help clients organize and manage their entire financial picture.

Investment Management

A personalized investment service that manages client portfolios using research-based strategies to align with their financial goals and minimize costs and taxes.