U.S. Planning Group
Financial Services, 205 N Ave, Atlanta, Georgia, Michigan, 60601, United States, 1-10 Employees
Phone Number: +13*********
Who is U.S. PLANNING GROUP
U.S. Planning Group, Inc. is an affiliation of independent financial planners and financial professionals, with corporate headquarters based in northern Atlanta, Georgia since 1995. Our m...
Read More
-
Headquarters: 205 N Michigan Ave, Atlanta, Georgia, 60601, United States
-
Date Founded: 1995
-
Employees: 1-10
-
Revenue: $250 Million to $500 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6732
|
NAICS Code: 813319 |
Show More
Does something look wrong? Fix it. | View contact records from U.S. PLANNING GROUP
U.S. Planning Group Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding U.S. Planning Group
Answer: U.S. Planning Group's headquarters are located at 205 N Ave, Atlanta, Georgia, Michigan, 60601, United States
Answer: U.S. Planning Group's phone number is +13*********
Answer: U.S. Planning Group's official website is https://usplanning.com
Answer: U.S. Planning Group's revenue is $250 Million to $500 Million
Answer: U.S. Planning Group's SIC: 6732
Answer: U.S. Planning Group's NAICS: 813319
Answer: U.S. Planning Group has 1-10 employees
Answer: U.S. Planning Group is in Financial Services
Answer: U.S. Planning Group contact info: Phone number: +13********* Website: https://usplanning.com
Answer: U.S. Planning Group, Inc. is an affiliation of independent financial planners and financial professionals, with corporate headquarters based in northern Atlanta, Georgia since 1995. Our mission is to put our client's needs first and foremost to assist them to identify, quantify and then achieve their personal financial goals. We offer comprehensive financial services for individuals and families, business and non-profit organizations. We provide our clients with customized financial strategies that address issues associated with retirement, taxes, education planning, estate planning, insurance needs and much more. We also provide implementation assistance in the areas of risk management, investments and money management. While each of our practices may be different, we are alike in our fundamental approaches to planning and implementation and in our core values; competency, objectivity, communication and trust. We would invite you to contact one of our members or call me directly to explore what makes us different and why we believe we have found a better way. Glenn Williams is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., a Registered Investment Advisor. Member FINRA, SIPC. Kristy Lungwitz is a Registered Assistants of Woodbury Financial Services, Inc., Member FINRA and SIPC. U.S. Planning Group, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month