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Integrated Plan Design LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Integrated Plan Design LLC is a financial services firm based in Purchase, New York, operating from 2975 Westchester Avenue. It is described as a small team providing financial services to its clients. Within the financial services sector, the company is positioned to serve clients in the New York region. No founding date or more detailed information about its offerings is provided.

Find Integrated Plan Design LLC employees' phone numbers or email addresses

Integrated Plan Design LLC Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Integrated Plan Design LLC's Leadership

  • Stylized image of a person
    J. S.
    Senior Vice President Administration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    Director Of Distribution
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Director Of Distribution
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. W.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    On Behalf Of Jeff Rachlin
    Phone icon
    Mobile Phone

Integrated Plan Design LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Integrated Plan Design LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Senior Vice President Administration
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. J.
    Director Of Distribution
    Phone icon
    Mobile Phone
    United StatesNew York
    May 31, 2026
  • Stylized image of a person
    J. R.
    Director Of Distribution
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 13, 2023
  • Stylized image of a person
    L. W.
    Administrative Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 05, 2023
  • Stylized image of a person
    K. S.
    Phone icon
    Mobile Phone
    UNITED STATES
    May 31, 2025
  • Stylized image of a person
    L. P.
    On Behalf Of Jeff Rachlin
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 07, 2023

Frequently Asked Questions

What is Integrated Plan Design LLC known for?

Minus sign iconPlus sign iconIntegrated Plan Design LLC operates in the Financial Services industry. The company's main headquarters is located in 2975 Westchester Avenue Purchase, New York 10577 United States; you can contact the main corporate office by phone at
+1-914-701-****
. Explore Integrated Plan Design LLC's company overview page for more information.

What is Integrated Plan Design LLC's most common email format?

Minus sign iconPlus sign iconIntegrated Plan Design LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integrated Plan Design LLC email formats with LeadIQ.

How many employees does Integrated Plan Design LLC have currently?

Minus sign iconPlus sign iconIntegrated Plan Design LLC has approximately 3 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Integrated Plan Design LLC's key employees and leadership?

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As of January 2026, Integrated Plan Design LLC's key employees include:

  • Senior Vice President Administration: J. S.
  • Director Of Distribution: R. J.
  • Director Of Distribution: J. R.
  • Administrative Assistant: L. W.
  • : K. S.

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