Equity Planning Group
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
4041 W Sylvania Ave Ste 200, Toledo, Ohi...Phone Number
(419) 842-3300Website
www.equitypg.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Equity Planning Group
Craig Joseph Home is an independent diversified financial consulting firm dedicated to providing personalized financial services to individuals, organizations, and corporations. Their offerings include employer-sponsored retirement plans, financial planning, and estate planning, all aimed at helping clients achieve their financial goals while managing risks. The firm emphasizes a commitment to high-quality, cost-efficient service and client education to ensure compliance and reduce fiduciary risks. With a team of passionate professionals, they strive to deliver a rewarding client experience through tailored financial strategies.Explore more
Popular SearchesEquity Planning GroupSIC Code 62,628NAICS Code 52,523Show more
Equity Planning Group Org Chart
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Revenue
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Founded In
Equity Planning Group
<$5M
1-10
Private
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RF
Rebecca FilipovichRegistered Securities & Advisory Products Representative
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Craig Joseph Home is an independent diversified financial consulting firm dedicated to providing personalized financial services to individuals, organizations, and corporations. Their offerings include employer-sponsored retirement plans, financial planning, and estate planning, all aimed at helping clients achieve their financial goals while manag... Read More
