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) 743-4001

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
Popular SearchesEconomic Planning GroupLiberty Publishing IncEconomic Planning Group EastEconomic Planning Group Inceconomic planning groupVisitSIC Code 62,628NAICS Code 52,523Show more

Economic Planning Group Org Chart

PhoneEmail
ME
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Economic Planning Group

<$5M
11-50
Private
-
2009
ME
Michael EsparzaVice President
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Oswaldo Gomez, President at Pillar Wealth Strategies
Oswaldo GomezPresident
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Economic Planning Group Tech Stack

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Frequently Asked Questions Regarding Economic Planning Group

What is Economic Planning Group's official website?
Economic Planning Group's official website is www.epgeast.com
What is Economic Planning Group's Revenue?
Economic Planning Group's revenue is <$5 Million
What is Economic Planning Group's SIC code?
Economic Planning Group's SIC: 62,628
What is Economic Planning Group's NAICS code?
Economic Planning Group's NAICS: 52,523
How many employees does Economic Planning Group have?
Economic Planning Group has 11-50 employees
What industry does Economic Planning Group belong to?
Economic Planning Group is in the industry of: Finance, Securities Trading
What is Economic Planning Group competition?
Economic Planning Group top competitors include: Messier Financial Advisors, Ratcliff Financial Services, Sagemark Consulting, Pillar Wealth Strategies
What technology does Economic Planning Group use?
Some of the popular technologies that Economic Planning Group uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Economic Planning Group?
Economic Planning Group contact info: Phone number: (631) 743-4001 Website: www.epgeast.com
What does Economic Planning Group do?

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.Read More

Is Economic Planning Group a public company?
Economic Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Economic Planning Group

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