Berdow Planning Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

104.5 Forrest Ave Ste 22-24, Narberth, P...

Phone Number

(610) 896-1574

Revenue

<$5 Million

Industry

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

Berdow Planning Group LLC is an independent fee-based financial service company that focuses on creating comprehensive financial plans to maximize clients' wealth. Their team of professionals assists clients in organizing their financial goals, assessing needs, and implementing actionable plans. The company is process-oriented and aims to provide tailored financial solutions. Their services are primarily intended for residents of the United States.Explore more
Berdow Planning Group's Social MediaPopular SearchesBerdow Planning Group LLCBerdowdesignElizabeth BerdowFinancial Compliance CorpThe David Berdow CompSIC Code 62,628NAICS Code 52,523Show more

Berdow Planning Group Org Chart

PhoneEmail
LK
United States flag for contact location.

Associate and Marketing Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Berdow Planning Group

<$5M
1-10
Private
-
1984
LK
Liz KochubkaAssociate and Marketing Manager
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2005
CM
Cindy Makowski-SettinaChief Financial Officer
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
-
DL
Davis LongDirector, Financial Planning & Wealth Management
<$5M
1-10
Private
-
-
CC
Cooper ConkinDirector, Client Relations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Berdow Planning Group Tech Stack

A closer look at the technologies used by Berdow Planning Group

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Frequently Asked Questions Regarding Berdow Planning Group

What is Berdow Planning Group's official website?
Berdow Planning Group's official website is www.berdowplanninggroup.com
What is Berdow Planning Group's Revenue?
Berdow Planning Group's revenue is <$5 Million
What is Berdow Planning Group's SIC code?
Berdow Planning Group's SIC: 62,628
What is Berdow Planning Group's NAICS code?
Berdow Planning Group's NAICS: 52,523
How many employees does Berdow Planning Group have?
Berdow Planning Group has 1-10 employees
What industry does Berdow Planning Group belong to?
Berdow Planning Group is in the industry of: Finance, Securities Trading
What is Berdow Planning Group competition?
Berdow Planning Group top competitors include: RetireRight Financial Planning, Conkin Financial Group, Trinity Wealth Management, Midatlantic Retirement Planning Specialists
What technology does Berdow Planning Group use?
Some of the popular technologies that Berdow Planning Group uses are: WordPress.org, PHP, Smarsh, Google Font API
How do I contact Berdow Planning Group?
Berdow Planning Group contact info: Phone number: (610) 896-1574 Website: www.berdowplanninggroup.com
What does Berdow Planning Group do?

Berdow Planning Group LLC is an independent fee-based financial service company that focuses on creating comprehensive financial plans to maximize clients' wealth. Their team of professionals assists clients in organizing their financial goals, assessing needs, and implementing actionable plans. The company is process-oriented and aims to provide t... ailored financial solutions. Their services are primarily intended for residents of the United States.Read More

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

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