Equity Planning Group
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
7035 Orchard Lake Rd Ste 700, West Bloom...Phone Number
(248) 932-4600Website
www.equityplanninggroup.comRevenue
$5.1 MillionIndustry
About Equity Planning Group
Equity Planning Group is an independent Registered Investment Advisory (RIA) firm that offers investment advice and insurance solutions to provide clients with peace of mind. Founded in 1985, the firm specializes in financial planning and risk management for individuals, retirees, small business owners, and corporations. The company prides itself on its fiduciary responsibility, ensuring that all investments are made without conflicts of interest and tailored to meet clients' specific needs. With a focus on long-term wealth creation and a commitment to community philanthropy, Equity Planning Group continues to be a trusted source for financial guidance.Explore more
Equity Planning Group Org Chart
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Equity Planning Group is an independent Registered Investment Advisory (RIA) firm that offers investment advice and insurance solutions to provide clients with peace of mind. Founded in 1985, the firm specializes in financial planning and risk management for individuals, retirees, small business owners, and corporations. The company prides itself o... Read More
