PriebE Investment Plans, Inc. is a financial services firm committed to guiding clients in achieving their long-term financial objectives, such as funding higher education, purchasing homes, or planning for retirement. The company operates across multiple states, offering securities in FL, CA, GA, IN, NJ, NY, NC, OH, OK, PA, RI, SC, TN, and TX, and holds insurance licenses exclusively in Florida. Additionally, it maintains registration as an Investment Advisor Representative within the state of FL.
Guided by a philosophy of building enduring relationships with clients, PriebE Investment Plans prides itself on serving a highly diverse clientele that spans various ages and wealth levels. Walter Priebe, a dedicated professional at the helm for over four generations in some instances, emphasizes one-on-one client interaction as central to the firm’s operation.
The company stresses cautious consideration while choosing a financial service planner and welcomes potential clients with complimentary first appointments devoid of cost or obligation. For those interested in further engagement, PriebE encourages reaching out via call, email, or online through their platform at priebeinvestmentplans.com.
Recognizing the evolving landscape of digital platforms, PriebE provides links to Direct Business Accounts through Vision Investor but advises clients that it does not guarantee the accuracy or completeness of any external sites visited. Visitors are responsible for the content and outcome of these linked sites.
Formally incorporated on July 13, 1989, as a Domestic Profit Corporation (DOMP), PriebE Investment Plans is headquartered in Ft. Lauderdale, Broward County, FL at 2933 West Cypress Creek Road, Suite #102, with various contact numbers available for client engagement. The organization has adhered to its regulatory obligations, submitting annual reports on schedule, with the last one filed on April 15, 2024.
The current leadership includes Walter P. Priebe in a principal role within the firm.
KEY FACTS ABOUT PRIEBE INVESTMENT PLANS, INC.
-
US Businesses
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Companies in Florida
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Broward County Companies
- Company name
- PRIEBE INVESTMENT PLANS, INC.
- Status
- Active
- Filed Number
- L02131
- FEI Number
- 581851308
- Date of Incorporation
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July 13, 1989
Age - 36 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://priebeinvestmentplans.com
- Phones
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(954) 974-3266
(877) 774-3231
(954) 974-3267
(954) 334-3450
(954) 489-2390
PRIEBE INVESTMENT PLANS, INC. NEAR ME
- Principal Address
- 2933 W. CYPRESS CREEK ROAD,
SUITE #102,
FORT LAUDERDALE,
FL,
33309,
US
See Also