Group One Planning Solutions

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1664 Richter St, Kelowna, British Columb...

Phone Number

(250) 762-4100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Group One Planning Solutions

Group One Planning Solutions specializes in financial planning services aimed at helping clients achieve a secure financial future. They offer a comprehensive suite of services including wealth management, retirement planning, insurance analysis, and estate planning, tailored to meet the unique needs of each client. The company emphasizes a personalized approach, ensuring that financial strategies align with individual goals and lifestyles. Their mission is to empower clients with expert guidance and resources to navigate the complexities of financial management with confidence.Explore more
Group One Planning Solutions's Social MediaPopular SearchesGroup One Planning Solutions LtdGroup One Planning Solution LtdGroup One Planning SolutionsSIC Code 62,628NAICS Code 52,523Show more

Group One Planning Solutions Org Chart

PhoneEmail
PW
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Office Manager

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JB
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Administrative Assistant

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CS
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Assistant To Robert White, CLU

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Group One Planning Soluti...

<$5M
1-10
Private
-
2004
PW
Patricia WhiteOffice Manager
<$5M
11-50
Private
-
-
BC
Brandy ClayfieldLicensed Assistant
<$5M
11-50
Private
-
1992
CF
Chris FraserFinancial Advisor
<$5M
1-10
Private
-
1989
SP
Steven PreszcatorInsurance & Investment Funds Representative
<$5M
1-10
Private
-
-
EH
Eric HarrisonCertified Financial Planner
<$5M
1-10
Private
-
-
CF
Cindy FeenerAssistant To Thomas F
<$5M
1-10
Private
-
-
CP
Christina PellerinVice President of
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Group One Planning Solutions Tech Stack

A closer look at the technologies used by Group One Planning Solutions

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Frequently Asked Questions Regarding Group One Planning Solutions

What is Group One Planning Solutions's official website?
Group One Planning Solutions's official website is www.goplan.ca
What is Group One Planning Solutions's Revenue?
Group One Planning Solutions's revenue is <$5 Million
What is Group One Planning Solutions's SIC code?
Group One Planning Solutions's SIC: 62,628
What is Group One Planning Solutions's NAICS code?
Group One Planning Solutions's NAICS: 52,523
How many employees does Group One Planning Solutions have?
Group One Planning Solutions has 1-10 employees
What industry does Group One Planning Solutions belong to?
Group One Planning Solutions is in the industry of: Finance, Securities Trading
What is Group One Planning Solutions competition?
Group One Planning Solutions top competitors include: Bradley Financial, Tamblyn Financial Services, Radar Financial Management, Scheper Financial
What technology does Group One Planning Solutions use?
Some of the popular technologies that Group One Planning Solutions uses are: WordPress.org, Drupal, reCAPTCHA, PHP
How do I contact Group One Planning Solutions?
Group One Planning Solutions contact info: Phone number: (250) 762-4100 Website: www.goplan.ca
What does Group One Planning Solutions do?

Group One Planning Solutions specializes in financial planning services aimed at helping clients achieve a secure financial future. They offer a comprehensive suite of services including wealth management, retirement planning, insurance analysis, and estate planning, tailored to meet the unique needs of each client. The company emphasizes a persona... lized approach, ensuring that financial strategies align with individual goals and lifestyles. Their mission is to empower clients with expert guidance and resources to navigate the complexities of financial management with confidence.Read More

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

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