Plan 4, Inc. - Garden City, New York

Plan 4, Inc.: A Comprehensive Overview

For individuals and families seeking comprehensive financial advisory services, Plan 4, Inc. presents itself as a potential resource. Located at 350 Old Country Rd #100, Garden City, NY 11530, and reachable at 65391681, this firm specializes in providing a range of financial solutions. Their website, plan4financial.com, serves as a central hub for detailed information about their offerings and team.

Services Offered

Plan 4, Inc. distinguishes itself through its multifaceted approach to financial planning. The core of their business revolves around being a trusted financial advisor, guiding clients through complex financial decisions. They operate as a dedicated financial planner, meticulously crafting personalized strategies to align with individual goals. Furthermore, they provide robust investment services, assisting clients in building and managing portfolios designed to achieve long-term wealth accumulation. Specifically, they likely offer services such as:

• Retirement Planning: Developing strategies for a secure retirement.
• Investment Management: Constructing and overseeing investment portfolios.
• Estate Planning: Helping clients plan for the transfer of assets.
• Insurance Planning: Assessing and securing appropriate insurance coverage.
• Education Funding: Assisting with saving for college or other educational expenses.

The firm’s approach emphasizes a collaborative partnership with clients, taking the time to understand their unique circumstances, risk tolerance, and financial aspirations. They likely employ sophisticated financial planning software and tools to analyze client data and develop tailored recommendations.

Location and Accessibility

Plan 4, Inc.’s physical location at 350 Old Country Rd in Garden City, New York, provides a convenient point of contact for clients. The office is equipped with onsite services, potentially including financial planning software access and dedicated client support. Notably, the facility is designed with accessibility in mind, featuring a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity. This commitment extends to being an LGBTQ+ friendly environment, ensuring all clients feel welcomed and respected.

Client Feedback and Reputation

Currently, Plan 4, Inc. has limited public feedback available on Google My Business, with a 0/5 average opinion and zero reviews. This lack of reviews presents a challenge in fully assessing the firm’s reputation and client satisfaction. However, it's important to note that a new business or one with a smaller client base may naturally have fewer reviews initially. Potential clients should diligently seek out independent sources of information and testimonials before engaging their services.

Key Features and Benefits

Several factors contribute to Plan 4, Inc.’s appeal. The combination of financial advisor, financial planner, and investment services creates a one-stop-shop for many clients’ financial needs. The firm’s focus on personalized strategies and collaborative partnerships sets it apart from more transactional approaches. The commitment to accessibility – both physically and in terms of inclusivity – is a valued asset. Furthermore, the use of advanced financial planning tools suggests a professional and data-driven approach. It’s advisable to inquire about the firm’s fee structure and investment philosophies during the initial consultation.

Contact Information

To contact Plan 4, Inc., you can reach them at their phone number: 65391681. You can also visit their website for more information: plan4financial.com. Their address is 350 Old Country Rd #100, Garden City, NY 11530.