Executive Planning Group

Finance · Mississippi, United States · 1-10 Employees

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Overview

Headquarters

1640 Lelia Dr Ste 110, Jackson, Mississi...

Phone Number

(601) 982-3000

Revenue

<$5 Million

Industry

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

Executive Planning Group, P.A. is a financial consulting firm based in Jackson, Mississippi, with over 40 years of experience in helping clients achieve their retirement and financial planning goals. The company offers a comprehensive range of services including investments, life insurance, 401k retirement plans, disability income insurance, and estate planning. They serve both individual clients and businesses across Mississippi and other Southeastern states, emphasizing professionalism and personal service. As a representative of First Heartland Capital, Inc., they provide a wide array of financial products and support services.Explore more
Executive Planning Group's Social MediaPopular SearchesExecutive Planning Group IncExecutive Planning GroupExecutive Planning Group PAFortenberry McNamara LLCExecutive Planning Group, PASIC Code 62,628NAICS Code 52,523Show more

Executive Planning Group Org Chart

PhoneEmail
Larry Fortenberry, President at Executive Planning Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Executive Planning Group

<$5M
1-10
Private
<$5M
1975
$5.1M
1-10
Private
-
1996
CF
Clark ForsterRegistered Representative CEO and Stock Broker and Agent
<$5M
1-10
Private
-
1975
<$5M
1-10
Private
-
1988
AO
Aimee OuimetteEmployee Benefit Specialist & Group Team Leader, Service
<$5M
11-50
Private
-
1978
<$5M
1-10
Private
-
-
JR
Jean RaduenzDirector, Investment Operations & Services
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Executive Planning Group financials insights

Gather financial insights about Executive Planning Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$14K

See All Executive Planning Group's Financials Insights

Executive Planning Group Tech Stack

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Frequently Asked Questions Regarding Executive Planning Group

What is Executive Planning Group's official website?
Executive Planning Group's official website is www.epgbenefits.com
What is Executive Planning Group's Revenue?
Executive Planning Group's revenue is <$5 Million
What is Executive Planning Group's SIC code?
Executive Planning Group's SIC: 62,628
What is Executive Planning Group's NAICS code?
Executive Planning Group's NAICS: 52,523
How many employees does Executive Planning Group have?
Executive Planning Group has 1-10 employees
What industry does Executive Planning Group belong to?
Executive Planning Group is in the industry of: Finance, Securities Trading
What is Executive Planning Group competition?
Executive Planning Group top competitors include: Milgram Financial and Insurance Services, Erkel & Erkel, CFA Insurance, Americorp Financial Group
What technology does Executive Planning Group use?
Some of the popular technologies that Executive Planning Group uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Google Workspace
How do I contact Executive Planning Group?
Executive Planning Group contact info: Phone number: (601) 982-3000 Website: www.epgbenefits.com
What does Executive Planning Group do?

Executive Planning Group, P.A. is a financial consulting firm based in Jackson, Mississippi, with over 40 years of experience in helping clients achieve their retirement and financial planning goals. The company offers a comprehensive range of services including investments, life insurance, 401k retirement plans, disability income insurance, and es... tate planning. They serve both individual clients and businesses across Mississippi and other Southeastern states, emphasizing professionalism and personal service. As a representative of First Heartland Capital, Inc., they provide a wide array of financial products and support services.Read More

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

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