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VerifiedFinancial Services· Founded 1983

Planwealth Financial Services

Planwealth Financial Services is a (5) STAR rated Zillow lender that offers conforming, jumbo, FHA, VA, hard money, bank statement, and USDA loans. In addition, we guarantee to every client to provide the lowest rate and terms that they can find in the industry. Feel free to forward your current mortgage rate quote to drew@planwealth.net for a competitive analysis. We will improve upon your current offer each time so you benefit. Drew LaBarbera NMLS 260569 Planwealth Financial Services NMLS 353502

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HeadquartersMckinney, United StatesEmployees8(1 to 10)Annual revenue$1M to <$10MFounded year1983Websiteplanwealth.netLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Planwealth Financial Services

7 distinct titles indexed · top 7 shown.

  • 1financial advisor
  • 1financial advisor & principal
  • 1office manager
  • 1personal assistant
  • 1president, mortgage broker, loan officer
  • 1supervisor
  • 1tax preparer

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