Advanced Planning Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

11 Mega Ln, Carmel, New York, 10512, Uni...

Phone Number

(212) 776-1860

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Advanced Planning Group

Advanced Planning Group of New York specializes in fee-based financial planning, offering services in investment planning, life insurance planning, and estate management. They provide comprehensive financial strategies tailored to individual client needs, focusing on retirement, tax, and insurance solutions. Their intended clients include individuals seeking unbiased financial advice and strategies to secure their financial future. The company emphasizes a detailed planning process to help clients navigate market fluctuations and make informed investment decisions.Explore more
Advanced Planning Group's Social MediaPopular SearchesAdvanced Planning GroupAdvanced Planning Group of NYAdvanced Planning Group of New YorkAdvance Planning Group New YorkAdvanced Planners LLCSIC Code 62,628NAICS Code 52,523Show more

Advanced Planning Group Org Chart

PhoneEmail
MG
United States flag for contact location.

Risk Management Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advanced Planning Group

$6.9M
11-50
Private
-
2013
MG
Marc GabaeffRisk Management Specialist
<$5M
1-10
Private
-
2009
FC
Fitzgerald CharlierGroup President, Sherpa Financial
<$5M
1-10
Private
-
2019
DB
Darrin BrooksRepresentative
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2008
SM
Susan McnernAdministrative Assistant
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advanced Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advanced Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advanced Planning Group.

Advanced Planning Group Tech Stack

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Frequently Asked Questions Regarding Advanced Planning Group

What is Advanced Planning Group's official website?
Advanced Planning Group's official website is www.advancedplanningny.com
What is Advanced Planning Group's Revenue?
Advanced Planning Group's revenue is $6.9 Million
What is Advanced Planning Group's SIC code?
Advanced Planning Group's SIC: 62,628
What is Advanced Planning Group's NAICS code?
Advanced Planning Group's NAICS: 52,523
How many employees does Advanced Planning Group have?
Advanced Planning Group has 11-50 employees
What industry does Advanced Planning Group belong to?
Advanced Planning Group is in the industry of: Finance, Securities Trading
What is Advanced Planning Group competition?
Advanced Planning Group top competitors include: MassMutual, Legacy One Financial, Copper Canyon Wealth Management, Sherpa Financial Group
What technology does Advanced Planning Group use?
Some of the popular technologies that Advanced Planning Group uses are: Cloudflare Website Optimization, Enom DNS Hosting, Microsoft 365, Google Tag Manager
How do I contact Advanced Planning Group?
Advanced Planning Group contact info: Phone number: (212) 776-1860 Website: www.advancedplanningny.com
What does Advanced Planning Group do?

Advanced Planning Group of New York specializes in fee-based financial planning, offering services in investment planning, life insurance planning, and estate management. They provide comprehensive financial strategies tailored to individual client needs, focusing on retirement, tax, and insurance solutions. Their intended clients include individua... ls seeking unbiased financial advice and strategies to secure their financial future. The company emphasizes a detailed planning process to help clients navigate market fluctuations and make informed investment decisions.Read More

What are Advanced Planning Group social media links?
Advanced Planning Group Linkedin page Advanced Planning Group Facebook page
Is Advanced Planning Group a public company?
Advanced Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Advanced Planning Group

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