What departments does Sycamore Financial Planning, LLC have?

Sycamore Financial Planning, LLC has employees across 2 departments including Operations, Finance.

What is the largest department at Sycamore Financial Planning, LLC?

The largest department at Sycamore Financial Planning, LLC is Finance with 3 employees.

Where are Sycamore Financial Planning, LLC employees located globally?

Sycamore Financial Planning, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Sycamore Financial Planning, LLC's team size changed over time?

Sycamore Financial Planning, LLC's team has remained stable from approximately 6 to 6 employees based on available data.

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Sycamore Financial Planning, LLC Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Sycamore Financial Planning, LLC operates in the financial services sector from Durham, North Carolina. The firm emphasizes an initial, at-no-cost, no-obligation consultation to outline services and compensation structures, discuss client needs and timelines, and provide cost estimates to aid informed decision-making. Its approach centers on collaborating with clients to identify priorities as they work toward their financial goals, applying prudent planning and established strategies to help clients pursue what matters most in their lives. The company serves individuals seeking structured financial planning and guidance, positioning itself as a small, locally based practice in the broader financial services landscape.

Sycamore Financial Planning, LLC Global Highlights

North America
6

United States Of America
6

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Sycamore Financial Planning, LLC's Leadership

N. H.
Document Controller
Mobile Phone
Email
A. B.
Operations Manager
Mobile Phone
Email
C. C.
Principal Financial Planner
Mobile Phone
Email
E. E.
Financial Planner
Mobile Phone
Email
A. L.
Client Service Specialist
Mobile Phone
Email
J. H.
Financial Planner
Mobile Phone
Email

Sycamore Financial Planning, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Sycamore Financial Planning, LLC

Name

Title

Contact Info

Location

Last Update

N. H.
Document Controller
Mobile Phone
Email
United Kingdom
Apr 14, 2026
A. B.
Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
Jun 27, 2026
C. C.
Principal Financial Planner
Mobile Phone
Email
United StatesKansas
Apr 16, 2026
E. E.
Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
Jul 01, 2026
A. L.
Client Service Specialist
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
J. H.
Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
May 08, 2026

Frequently Asked Questions

What is Sycamore Financial Planning, LLC known for?

Sycamore Financial Planning, LLC was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in Durham, North Carolina 27703 United States. Explore Sycamore Financial Planning, LLC's company overview page for more information.

What is Sycamore Financial Planning, LLC's most common email format?

Sycamore Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sycamore Financial Planning, LLC email formats with LeadIQ.

How many employees does Sycamore Financial Planning, LLC have currently?

Sycamore Financial Planning, LLC has approximately 4 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Sycamore Financial Planning, LLC's key employees and leadership?

As of May 2026, Sycamore Financial Planning, LLC's key employees include:

Document Controller: N. H.
Operations Manager: A. B.
Principal Financial Planner: C. C.
Financial Planner: E. E.
Client Service Specialist: A. L.

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Sycamore Financial Planning, LLC Employee Directory

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