Atlantic Planning Group

Q: What is Atlantic Planning Group's official website?

Atlantic Planning Group's official website is www.atlanticplanning.com

Q: What is Atlantic Planning Group's Revenue?

Atlantic Planning Group's revenue is <$5 Million

Q: What is Atlantic Planning Group's SIC code?

Atlantic Planning Group's SIC: 62,628

Q: What is Atlantic Planning Group's NAICS code?

Atlantic Planning Group's NAICS: 52,523

Q: How many employees does Atlantic Planning Group have?

Atlantic Planning Group has 1-10 employees

Q: What industry does Atlantic Planning Group belong to?

Atlantic Planning Group is in the industry of: Finance , Securities Trading , Lending & Brokerage

Q: What is Atlantic Planning Group competition?

Atlantic Planning Group top competitors include: Eagle Strategies , McGuire & Wright Financial Group , Lippencott Financial Group , Cumby, Spencer & Associates Financial Group

Q: What technology does Atlantic Planning Group use?

Some of the popular technologies that Atlantic Planning Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS

Q: How do I contact Atlantic Planning Group?

Atlantic Planning Group contact info: Phone number: (781) 894-7000 Website: www.atlanticplanning.com

Q: What does Atlantic Planning Group do?

Atlantic Planning Group specializes in comprehensive wealth management services for established businesses, multigenerational families, and high-net-worth individuals. With over 30 years of experience, they focus on simplifying financial complexities to help clients align their wealth with their goals and values. The firm emphasizes a collaborative... approach, working closely with clients and their advisors to create integrated financial plans. Their mission is to build lasting relationships based on trust and integrity, guiding clients through every phase of life. Read More

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

201 Jones Rd Ste 620, Waltham, Massachus...

Phone Number

(781) 894-7000

Website

www.atlanticplanning.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

Lending & Brokerage

About Atlantic Planning Group

Atlantic Planning Group specializes in comprehensive wealth management services for established businesses, multigenerational families, and high-net-worth individuals. With over 30 years of experience, they focus on simplifying financial complexities to help clients align their wealth with their goals and values. The firm emphasizes a collaborative approach, working closely with clients and their advisors to create integrated financial plans. Their mission is to build lasting relationships based on trust and integrity, guiding clients through every phase of life.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Atlantic Planning Group Org Chart

Phone

Hugh Campbell

Client Services Associate

Phone

Client Service Associate

Phone

Partner

Phone

Agent Staff

Phone

Agent Staff

Phone

Business Representative

Phone

Financial Advisor

Phone

Financial Investment Advisory & Wealth Manage...

Phone

Planning & Service Assistant

Phone

Financial Advisor

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atlantic Planning Group

<$5M

1-10

Private

1997

Hugh CampbellClient Services Associate

Cumby, Spencer & Associat...

<$5M

1-10

Private

1980

Bruce CumbyPresident & Owner

McGuire & Wright Financia...

<$5M

1-10

Private

2017

Susan YostOffice Manager

Lippencott Financial Grou...

<$5M

1-10

Private

1987

Rosemary GeorgeManager, Operations

Eagle Strategies

<$5M

1-10

Private

Karen ShumardDirector, Underwriting

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Frequently Asked Questions Regarding Atlantic Planning Group

What is Atlantic Planning Group's official website?

Atlantic Planning Group's official website is www.atlanticplanning.com

What is Atlantic Planning Group's Revenue?

Atlantic Planning Group's revenue is <$5 Million

What is Atlantic Planning Group's SIC code?

Atlantic Planning Group's SIC: 62,628

What is Atlantic Planning Group's NAICS code?

Atlantic Planning Group's NAICS: 52,523

How many employees does Atlantic Planning Group have?

Atlantic Planning Group has 1-10 employees

What industry does Atlantic Planning Group belong to?

Atlantic Planning Group is in the industry of: Finance, Securities Trading, Lending & Brokerage

What is Atlantic Planning Group competition?

Atlantic Planning Group top competitors include: Eagle Strategies, McGuire & Wright Financial Group, Lippencott Financial Group, Cumby, Spencer & Associates Financial Group

What technology does Atlantic Planning Group use?

Some of the popular technologies that Atlantic Planning Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS

How do I contact Atlantic Planning Group?

Atlantic Planning Group contact info: Phone number: (781) 894-7000 Website: www.atlanticplanning.com

What does Atlantic Planning Group do?

What are Atlantic Planning Group social media links?

Atlantic Planning Group Linkedin page Atlantic Planning Group Facebook page

Is Atlantic Planning Group a public company?

Atlantic Planning Group is private company therefore does not currently have an official ticker symbol

See more information about Atlantic Planning Group

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