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Business Profile

Financial Planning Consultants

Equity Planning Inc
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(301) 652-8702Write a Review

About

Overview

Equity Planning Inc

7910 Woodmont Ave Ste 900

Bethesda, MD 20814-3084

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BBB Accreditation & Rating

Equity Planning Inc is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Equity Planning opened its doors in 1963 and since then, we have provided independent and comprehensive financial planning services to individuals, families, and business owners nationwide.

BBB Accredited Since: 3/9/2010

Years in Business: 62

Business Details

Local BBB:
BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
BBB File Opened:
1/26/2010
Business Started:
8/22/1963
Business Started Locally:
12/4/1972
Business Incorporated:
8/22/1963
Type of Entity:
Corporation
Business Management:
Mr. Marc Schliefer, President
Ms. Arlene Schliefer, Corporate Secretary
Ms. Farahnaz Paksima, Operations Manager

Additional Contact Information

Principal Contacts
Mr. Marc Schliefer, President
Ms. Farahnaz Paksima, Operations Manager
Customer Contacts
Mr. Marc Schliefer, President
Fax numbers
Other Fax: (301) 652-9066

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 21116 for this business, issued by Maryland Insurance Administration-MD

Maryland Insurance Administration-MD

200 St. Paul Place

Baltimore MD 21202-2272

410-4682000

Fax: (410) 4682020

Website

Additional Information

Business Categories
Financial Planning Consultants, Insurance Services Office

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