Concierge Financial Planning Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

940 Centre Cir Ste 2004, Altamonte Sprin...

Phone Number

(407) 339-1594

Revenue

<$5 Million

Industry

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

Concierge Financial Planning Group offers high-touch financial planning services tailored to the unique goals of individuals, families, retirees, and rising professionals. They provide personalized investment advice and trusted CFP® guidance, ensuring a coordinated and responsive experience at every life stage. Their services include investment management, retirement income planning, and a comprehensive approach to financial planning that prioritizes clients' values and goals. Led by CFP professional Edick Lucas, the firm emphasizes a relationship built on trust, transparency, and long-term success.Explore more
Concierge Financial Planning Group's Social MediaPopular SearchesConcierge Financial Planning GroupConcierge Fpg IncConcierge FPG isConcierge Financial Planning Group 940SIC Code 62,628NAICS Code 52,523Show more

Concierge Financial Planning Group Org Chart

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

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Concierge Financial Planning Group Tech Stack

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Frequently Asked Questions Regarding Concierge Financial Planning Group

What is Concierge Financial Planning Group's official website?
Concierge Financial Planning Group's official website is www.conciergefpg.com
What is Concierge Financial Planning Group's Revenue?
Concierge Financial Planning Group's revenue is <$5 Million
What is Concierge Financial Planning Group's SIC code?
Concierge Financial Planning Group's SIC: 62,628
What is Concierge Financial Planning Group's NAICS code?
Concierge Financial Planning Group's NAICS: 52,523
How many employees does Concierge Financial Planning Group have?
Concierge Financial Planning Group has 1-10 employees
What industry does Concierge Financial Planning Group belong to?
Concierge Financial Planning Group is in the industry of: Finance, Securities Trading
What technology does Concierge Financial Planning Group use?
Some of the popular technologies that Concierge Financial Planning Group uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Google Tag Manager
How do I contact Concierge Financial Planning Group?
Concierge Financial Planning Group contact info: Phone number: (407) 339-1594 Website: www.conciergefpg.com
What does Concierge Financial Planning Group do?

Concierge Financial Planning Group offers high-touch financial planning services tailored to the unique goals of individuals, families, retirees, and rising professionals. They provide personalized investment advice and trusted CFP® guidance, ensuring a coordinated and responsive experience at every life stage. Their services include investment man... agement, retirement income planning, and a comprehensive approach to financial planning that prioritizes clients' values and goals. Led by CFP professional Edick Lucas, the firm emphasizes a relationship built on trust, transparency, and long-term success.Read More

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

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