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VerifiedFinancial Services· Founded 2016

Plena Financial Services

Why Plena Financial Services? Dedicated to provide personalized financial services for individuals and businesses in order to optimize their financials to achieve their desire goals. We recognize that each client is unique so we tailor our services to meet your specific needs. Our company strives to build long-term relationships. On our free consultation, we take time to understand your business and your individual financial needs. We are dedicated to creating accounting solutions and reducing tax liabilities for our clients. From new ventures to long-established businesses to individuals, we provide a high level of service to every client.

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HeadquartersGaithersburg, United StatesEmployees1(1 to 10)Annual revenue<$1MFounded year2016Websiteplenafinancialservices.comLinkedIn profileLinkedIn

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2

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1

1 to 10 range

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Distinct roles

2

indexed titles

Tech stack

1

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Monthly traffic

organic / mo

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Top roles at Plena Financial Services

2 distinct titles indexed · top 2 shown.

  • 1bookkeeper
  • 1business analyst

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