About Investments & Financial Planning LLC
Investments & Financial Planning LLC is a Financial Service company, headquartered in Lexington, with 11 - 50 employees and annual revenue of $1M - $5M.
Investments & Financial Planning, LLC is a full-service investment advisory and financial planning firm with over 40 years of combined experience. We empower our clients with the resources, information and investment platforms they require to help them achieve their financial goals. This approach is...
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Investments & Financial Planning LLC Company Highlights
Phone Number
(859) 543-xxxx
Corporate Office Address
1795 Alysheba Way
Lexington, 40509
Website
Investments & Financial Planning LLC Org
Investments & Financial Planning LLC has 2 VP and 1 Other employees.
Investments & Financial Planning LLC Decision Makers
- CEODavid B Short
Investments & Financial Planning LLC's Tech Stack
Frequently Asked Questions About
Investments & Financial Planning LLC
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Who is the CEO of Investments & Financial Planning LLC?
The CEO of Investments & Financial Planning LLC is David B Short. See full contact details ›
How many senior employees does Investments & Financial Planning LLC have?
Investments & Financial Planning LLC has 2 senior employees that are typically used for decision making.
Who are the key decision makers at Investments & Financial Planning LLC?
Key decision makers at Investments & Financial Planning LLC include David B Short (CEO). See full contact details ›
What technologies does Investments & Financial Planning LLC use?
Investments & Financial Planning LLC uses technologies including AddToAny, Drupal, and Google Hosted Libraries.
How do I contact Investments & Financial Planning LLC?
To contact Investments & Financial Planning LLC, visit investfp.com.
What companies are similar to Investments & Financial Planning LLC?
Companies similar to Investments & Financial Planning LLC include Dimensional Fund Advisors, Transamerica Financial Advisors Inc., and Community Choice Financial Family of Brands.
Where is Investments & Financial Planning LLC headquartered?
Investments & Financial Planning LLC is headquartered at 1795 Alysheba Way, Lexington.
What is the main phone number for Investments & Financial Planning LLC?
The main phone number for Investments & Financial Planning LLC is (859) 543-xxxx.
What is the official website for Investments & Financial Planning LLC?
The official website for Investments & Financial Planning LLC is investfp.com.
What is the annual revenue of Investments & Financial Planning LLC?
The annual revenue of Investments & Financial Planning LLC is $1M - $5M.
How many employees does Investments & Financial Planning LLC have?
Investments & Financial Planning LLC has 11 - 50 employees.
What industry is Investments & Financial Planning LLC in?
Investments & Financial Planning LLC is in the Financial Service industry.
Last updated: July 22, 2025