Personal Financial Planning

$440.0K revenue • 2 employees • 31 Southwood Dr, New Canaan, CT, 06840, United States

Last Updated Aug 18, 2025

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Company Overview

Company Name

Personal Financial Planning

Address

31 Southwood Dr, New Canaan, CT, 06840, United States

Approx. Annual Revenue

$0.4M

Employees

2

Established

1998

Google Business Category

Financial planner

About Personal Financial Planning

Personal Financial Plan is a financial planning firm located in New Canaan, CT, United States. Established in 1998, the company offers a range of services including retirement planning, estate planning, college savings, investments, and financial planning for clients.

Business Profile

Read from the Personal Financial Planning website on Oct 18, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

About the website

Website quality (AI-assessed)
6/10 · No copyright year shown; Content appears current with 530A accounts

Recent changes

What changed on the Personal Financial Planning website and Google listing, as detected by Coldlytics on each visit.

  1. Estimated revenue band moved from $500K-1M to $250K-500K

  2. Meta (Facebook) ad pixel installed

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Frequently Asked Questions about Personal Financial Planning

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Categories

Technologies Used

Key Decision Makers

Karl Molwitz President/Owner