What departments does Planned Results have?

Planned Results has employees across 2 departments including Education, Finance.

What is the largest department at Planned Results?

The largest department at Planned Results is Finance with 3 employees.

Where are Planned Results employees located globally?

Planned Results has employees across 1 continents and 1 countries including United States Of America.

How has Planned Results's team size changed over time?

Planned Results's team has grown from approximately 4 to 12 employees based on available data.

Learn more at LeadIQ.com

Planned Results Employee Directory

Financial ServicesNew York, United States2-10 Employees

Planned Results is a financial services company based in Oswego, New York. It operates within a sector dominated by advisory and wealth management firms, focusing on services that support clients in managing personal and family finances through its local presence and network. The available information indicates a small- to mid-sized operation, positioning itself among other regional financial services providers in the United States. The company’s description emphasizes its location and the general scope of financial services, without detailing specific product lines or client segments.

Planned Results Global Highlights

North America
15

United States Of America
15

Planned Results's Leadership

L. B.
President And Cofounder
Mobile Phone
Email
R. C.
Owner
Mobile Phone
Email
S. K.
Principal
Mobile Phone
Email
J. P.
Financial Planner
Mobile Phone
Email
R. L. R.
Certified Financial Planner™ Professional
Mobile Phone
Email
K. E.
Certified Financial Planner
Mobile Phone
Email

Planned Results Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Other

Contact profiles from Planned Results

Name

Title

Contact

Location

Last Update

L. B.
President And Cofounder
Mobile Phone
Email
Oct 22, 2024
R. C.
Owner
Mobile Phone
Email
Jun 08, 2026
S. K.
Principal
Mobile Phone
Email
Oct 17, 2024
J. P.
Financial Planner
Mobile Phone
Email
Aug 28, 2026
R. L. R.
Certified Financial Planner™ Professional
Mobile Phone
Email
Oct 20, 2025
K. E.
Certified Financial Planner
Mobile Phone
Email
Oct 24, 2024

Frequently Asked Questions

What is Planned Results known for?

Planned Results operates in the Financial Services industry. You can contact Planned Results's main corporate office by phone at

+1-727-567-****

. Explore Planned Results's company overview page for more information.

What is Planned Results's most common email format?

Planned Results employees' email format typically follows the pattern of First.Last@raymondjames.com. Trying to find reliable and up-to-date employee contact data? Find more Planned Results email formats with LeadIQ.

How many employees does Planned Results have currently?

Planned Results has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Planned Results's key employees and leadership?

As of September 2026, Planned Results's key employees include:

President And Cofounder: L. B.
Owner: R. C.
Principal: S. K.
Financial Planner: J. P.
Certified Financial Planner™ Professional: R. L. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Planned Results Employee Directory

Find Planned Results employees' phone numbers or email addresses

Name search is limited — try advanced search instead