Benefit Planning Group

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

2817 Athania Pkwy, Metairie, Louisiana, ...

Phone Number

(504) 833-3434

Revenue

<$5 Million

Industry

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

Benefit Planning Group is a New Orleans-based insurance and financial services firm that specializes in insurance planning, retirement income strategies, and wealth management. The firm offers a comprehensive range of services including investment advisory, estate planning, and employee benefit plans. Their mission is to create and maintain wealth for clients through effective asset management and personalized financial services. They focus on building trust and maintaining communication with clients to help them achieve their financial goals.Explore more
Benefit Planning Group's Social MediaPopular SearchesBenefit Planning GroupBenefit Planning AgencyBenefit Planning Group Insurance & Wealth Manageme...Benefit Planning Group Insurance and Wealth Manage...Insurance Benefit Planners IncSIC Code 62,628NAICS Code 52,523Show more

Benefit Planning Group Org Chart

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Vice President

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Executive Assistant

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Administrative Assistant

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Administrative Assistant

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Compare Similar Companies to Benefit Planning Group

Compare insights from companies similar to Benefit Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benefit Planning Group

<$5M
1-10
Private
-
1992
TM
Thomas MeyerVice President
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
1990
MS
Marc SigelManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2006
KK
Kim KaneAdministrative Assistant
<$5M
1-10
Private
-
2001
LD
Laura DuBayBenefits Coordinator & Licensed Agent
<$5M
1-10
Private
-
2009
EF
Eddie FrancoisFinancial Planning Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Benefit Planning Group Tech Stack

A closer look at the technologies used by Benefit Planning Group

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Frequently Asked Questions Regarding Benefit Planning Group

What is Benefit Planning Group's official website?
Benefit Planning Group's official website is www.benefitplanninggroup.net
What is Benefit Planning Group's Revenue?
Benefit Planning Group's revenue is <$5 Million
What is Benefit Planning Group's SIC code?
Benefit Planning Group's SIC: 62,628
What is Benefit Planning Group's NAICS code?
Benefit Planning Group's NAICS: 52,523
How many employees does Benefit Planning Group have?
Benefit Planning Group has 1-10 employees
What industry does Benefit Planning Group belong to?
Benefit Planning Group is in the industry of: Finance, Insurance, Securities Trading
What is Benefit Planning Group competition?
Benefit Planning Group top competitors include: Strategic Resource Group, Foundation Wealth Advisors, Cobblestone Financial Services, DGR Financial Group
What technology does Benefit Planning Group use?
Some of the popular technologies that Benefit Planning Group uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Font Awesome
How do I contact Benefit Planning Group?
Benefit Planning Group contact info: Phone number: (504) 833-3434 Website: www.benefitplanninggroup.net
What does Benefit Planning Group do?

Benefit Planning Group is a New Orleans-based insurance and financial services firm that specializes in insurance planning, retirement income strategies, and wealth management. The firm offers a comprehensive range of services including investment advisory, estate planning, and employee benefit plans. Their mission is to create and maintain wealth... for clients through effective asset management and personalized financial services. They focus on building trust and maintaining communication with clients to help them achieve their financial goals.Read More

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

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