Business Planning Group

Business Services · Utah, United States · 1-10 Employees

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Overview

Headquarters

8787 S Redwood Rd Ste 100, West Jordan, ...

Phone Number

(801) 446-2555

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Business Planning Group

Business Planning Group specializes in creating financial strategies for business owners, executives, and families aimed at building wealth, protecting earnings, and providing tax-free income. They offer services including estate and legacy planning, business benefits, and risk management, ensuring compliance with IRS regulations. Their mission is to support clients in planning for their financial futures while mitigating taxes and risks. By working closely with clients and their advisors, they aim to enhance financial literacy and help achieve long-term financial goals.Explore more
Business Planning Group's Social MediaPopular SearchesBusiness Planning GroupBusiness Planning Group IncHr Business Planning Group Administrators IncTaxflation Strategies IncSIC Code 87,874NAICS Code 54,541Show more

Business Planning Group Org Chart

PhoneEmail
KS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Business Planning Group

<$5M
1-10
Private
-
2010
KS
Kaitlyn SorrellOffice Manager
<$5M
1-10
Private
<$5M
2023
N/A
<$5M
1-10
Private
-
1975
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1996
CM
Carolyn ManciniChief Financial Officer
<$5M
1-10
Private
-
2010
JF
Jack FlemingPrincipal Broker and Owner
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Business Planning Group Tech Stack

A closer look at the technologies used by Business Planning Group

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Frequently Asked Questions Regarding Business Planning Group

What is Business Planning Group's official website?
Business Planning Group's official website is www.businessplanninggroup.com
What is Business Planning Group's Revenue?
Business Planning Group's revenue is <$5 Million
What is Business Planning Group's SIC code?
Business Planning Group's SIC: 87,874
What is Business Planning Group's NAICS code?
Business Planning Group's NAICS: 54,541
How many employees does Business Planning Group have?
Business Planning Group has 1-10 employees
What industry does Business Planning Group belong to?
Business Planning Group is in the industry of: Business Services, Finance, Project Management
What is Business Planning Group competition?
Business Planning Group top competitors include: Legacy Group, Milgram Financial and Insurance Services, Symmetry Financial, Brookshire Benefits
What technology does Business Planning Group use?
Some of the popular technologies that Business Planning Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Business Planning Group?
Business Planning Group contact info: Phone number: (801) 446-2555 Website: www.businessplanninggroup.com
What does Business Planning Group do?

Business Planning Group specializes in creating financial strategies for business owners, executives, and families aimed at building wealth, protecting earnings, and providing tax-free income. They offer services including estate and legacy planning, business benefits, and risk management, ensuring compliance with IRS regulations. Their mission is... to support clients in planning for their financial futures while mitigating taxes and risks. By working closely with clients and their advisors, they aim to enhance financial literacy and help achieve long-term financial goals.Read More

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

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