iPlanGroup
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
28011 Clemens Rd Ste B, Westlake, Ohio, ...Phone Number
(440) 484-5566Website
www.iplangroup.comRevenue
$5.1 MillionIndustry
About iPlanGroup
iPlanGroup specializes in Self-Directed IRAs, empowering clients to take control of their financial futures. The company caters to a diverse clientele, including new investors, experienced investors looking to diversify, and financial professionals seeking to educate their clients. With a simplified fee structure and 24/7 online access, iPlanGroup aims to provide a smooth and efficient investing process. Founded by Jill Banner, the firm is dedicated to supporting investors in managing their wealth according to their individual goals.Explore more
SIC Code 62,628NAICS Code 52,523Show moreiPlanGroup Org Chart
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iPlanGroup specializes in Self-Directed IRAs, empowering clients to take control of their financial futures. The company caters to a diverse clientele, including new investors, experienced investors looking to diversify, and financial professionals seeking to educate their clients. With a simplified fee structure and 24/7 online access, iPlanGroup... Read More