Benefit Planning Group
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
2817 Athania Pkwy, Metairie, Louisiana, ...Phone Number
(504) 833-3434Website
www.benefitplanninggroup.netRevenue
<$5 MillionIndustry
About Benefit Planning Group
Benefit Planning Group is a New Orleans-based insurance and financial services firm specializing in insurance planning, retirement income strategies, and wealth management. Established in 1984, the firm aims to create and maintain wealth for clients through effective asset management and personalized financial services. They offer a comprehensive range of products including investment advisory services, estate planning, and employee benefit plans. Their target clients include individuals and businesses seeking professional guidance in achieving their financial goals.Explore more
Benefit Planning Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Benefit Planning Group Tech Stack
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Benefit Planning Group is a New Orleans-based insurance and financial services firm specializing in insurance planning, retirement income strategies, and wealth management. Established in 1984, the firm aims to create and maintain wealth for clients through effective asset management and personalized financial services. They offer a comprehensive r... Read More
