Independent Planning Group

Finance · Mississippi, United States · 1-10 Employees

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Overview

Headquarters

2540 Highway 51 S, Hernando, Mississippi...

Phone Number

(662) 429-0040

Website

www.iplanninggroup.com

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Independent Planning Group

Investment Planning and Insurance Services help make the right decisions through Wealth Planning and Income Planning.Explore more
Independent Planning Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Independent Planning Group Org Chart

PhoneEmail
LC
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Lamis Charles

Team Member

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NC
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Natalie Cross

Team Member

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BS
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Bennett Shull

Financial Planner

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SP
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Financial Planner

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JP
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Financial Planner

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EC
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Financial Planner

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RS
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Financial Advisor

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BH
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Financial Planner

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CC
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Financial Planner

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TA
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Financial Planner

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CE
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Owner and Financial Advisor

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AS
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Financial Planner

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Compare Similar Companies to Independent Planning Group

Compare insights from companies similar to Independent Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Independent Planning Grou...

<$5M
1-10
Private
-
-
LC
Lamis CharlesTeam Member
Boston Retirement Group
<$5M
1-10
Private
-
2016
AA
Alexandra AlexandrouDirector, Operations
Great Lakes Wealth Adviso...
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
Cobblestone Financial Ser...
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Stephen Napier
<$5M
1-10
Private
-
1901
SR
Sarah RudisClient For Stephen Napier Practice Financial Planning Case Service Manager & Manager, Insurance Case & Manager, Stephen Napier
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Independent Planning Group Tech Stack

A closer look at the technologies used by Independent Planning Group

reCAPTCHA

By

Google
Enom DNS Hosting

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Enom
Proofpoint

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Proofpoint
Google Tag Manager

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Google
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Frequently Asked Questions Regarding Independent Planning Group

What is Independent Planning Group's official website?
Independent Planning Group's official website is www.iplanninggroup.com What is Independent Planning Group's Revenue?
Independent Planning Group's revenue is <$5 Million What is Independent Planning Group's SIC code?
Independent Planning Group's SIC: 62,628 What is Independent Planning Group's NAICS code?
Independent Planning Group's NAICS: 52,523 How many employees does Independent Planning Group have?
Independent Planning Group has 1-10 employees What industry does Independent Planning Group belong to?
Independent Planning Group is in the industry of: Finance, Insurance, Securities Trading What is Independent Planning Group competition?
Independent Planning Group top competitors include: Stephen Napier, Great Lakes Wealth Advisors, Boston Retirement Group, Cobblestone Financial Services What technology does Independent Planning Group use?
Some of the popular technologies that Independent Planning Group uses are: reCAPTCHA, Enom DNS Hosting, Proofpoint, Google Tag Manager How do I contact Independent Planning Group?
Independent Planning Group contact info: Phone number: (662) 429-0040 Website: www.iplanninggroup.com What does Independent Planning Group do?

Investment Planning and Insurance Services help make the right decisions through Wealth Planning and Income Planning.... Read More

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

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