Comprehensive Financial Planning Group

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

1413 Pennsylvania Ave, Hagerstown, Maryl...

Phone Number

(240) 367-9450

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Comprehensive Financial Planning Group

Comprehensive Financial Planning Group, LLC specializes in tailored financial strategies for special needs planning and mutual funds. They provide a holistic approach to financial planning, focusing on the unique needs of families, retirees, and individuals seeking to secure their financial future. Their services include special needs trusts, retirement options, disability income, and various investment plans. The firm is dedicated to educating clients and helping them navigate the complexities of wealth management to achieve their financial goals.Explore more
Comprehensive Financial Planning Group's Social MediaPopular SearchesComprehensive Financial Planning Group LLCFinancial Planning Group ComprehensiveComprehensive Financial PlanningComprehensive Financial Planning LLCComprehensive Management Group LLCSIC Code 62,628NAICS Code 52,523Show more

Comprehensive Financial Planning Group Org Chart

PhoneEmail
ER
United States flag for contact location.

Financial Advisor

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United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Comprehensive Financial P...

<$5M
1-10
Private
-
2015
ER
Elizabeth RodriguezFinancial Advisor
$6.4M
11-50
Private
-
1984
SP
Sheri PetersFinancial Professional
$5.1M
11-50
Private
-
2011
CW
Christopher WycislakChief Financial Officer
<$5M
1-10
Private
-
-
JM
Janine MassoomianExecutive Assistant
<$5M
1-10
Private
-
2001
RB
Rhonda BarclayFinancial Professional
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Company Profile Activity

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Low Activity

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Activity Insights

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

What does this means?

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

Comprehensive Financial Planning Group Tech Stack

A closer look at the technologies used by Comprehensive Financial Planning Group

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Frequently Asked Questions Regarding Comprehensive Financial Planning Group

What is Comprehensive Financial Planning Group's official website?
Comprehensive Financial Planning Group's official website is www.fpgroupllc.net
What is Comprehensive Financial Planning Group's Revenue?
Comprehensive Financial Planning Group's revenue is <$5 Million
What is Comprehensive Financial Planning Group's SIC code?
Comprehensive Financial Planning Group's SIC: 62,628
What is Comprehensive Financial Planning Group's NAICS code?
Comprehensive Financial Planning Group's NAICS: 52,523
How many employees does Comprehensive Financial Planning Group have?
Comprehensive Financial Planning Group has 1-10 employees
What industry does Comprehensive Financial Planning Group belong to?
Comprehensive Financial Planning Group is in the industry of: Finance, Securities Trading
What is Comprehensive Financial Planning Group competition?
Comprehensive Financial Planning Group top competitors include: Sage Investments, Barron Financial Services, Titan Wealth Management, Barclay Financial Services
What technology does Comprehensive Financial Planning Group use?
Some of the popular technologies that Comprehensive Financial Planning Group uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, FMG Suite
How do I contact Comprehensive Financial Planning Group?
Comprehensive Financial Planning Group contact info: Phone number: (240) 367-9450 Website: www.fpgroupllc.net
What does Comprehensive Financial Planning Group do?

Comprehensive Financial Planning Group, LLC specializes in tailored financial strategies for special needs planning and mutual funds. They provide a holistic approach to financial planning, focusing on the unique needs of families, retirees, and individuals seeking to secure their financial future. Their services include special needs trusts, retir... ement options, disability income, and various investment plans. The firm is dedicated to educating clients and helping them navigate the complexities of wealth management to achieve their financial goals.Read More

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

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