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Economic Planning Group
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
1000 Main St Ste 1, Port Jefferson, New ...Phone Number
(631) 743-4001Website
www.epgeast.comRevenue
<$5 MillionIndustry
About Economic Planning Group
Economic Planning Group East provides comprehensive financial services aimed at helping individuals and small business owners manage their wealth effectively. Their offerings include retirement planning, investment advice, estate strategy, and debt management, tailored to meet the unique needs of their clients. The firm serves a diverse clientele, including first-time investors, working professionals, and women, ensuring personalized financial strategies. With a focus on building long-term relationships, they prioritize open communication to help clients achieve their financial goals.Explore more
SIC Code 62,628NAICS Code 52,523Show moreEconomic Planning Group Org Chart
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Economic Planning Group East provides comprehensive financial services aimed at helping individuals and small business owners manage their wealth effectively. Their offerings include retirement planning, investment advice, estate strategy, and debt management, tailored to meet the unique needs of their clients. The firm serves a diverse clientele,... Read More
