Long Green Planning Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

375 E Horsetooth Rd Ste 203, Fort Collin...

Revenue

<$5 Million

Industry

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

Long Green Planning Group is an independent financial services firm based in Fort Collins, Colorado, specializing in investment management, wealth planning, and divorce services for individuals, couples, and businesses. The firm focuses on formulating investment strategies that aim to achieve competitive long-term returns while managing risk. They emphasize a fiduciary standard, ensuring that clients' interests are prioritized in all financial decisions. Long Green Planning Group also offers complimentary initial meetings to provide value and address clients' financial questions.Explore more
Popular SearchesLong Green Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Long Green Planning Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Long Green Planning Group

<$5M
1-10
Private
-
2005
$7.5M
11-50
Private
-
2021
LD
Leanne DraytonChief Compliance Officer
<$5M
1-10
Private
-
2011
JL
Jennifer LynchFinancial Advisor
<$5M
1-10
Private
-
1994
PM
Pamela Mergott-McFeeChief Operating Officer
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2006
MD
Melody DeNaultManager, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Long Green Planning Group Tech Stack

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Frequently Asked Questions Regarding Long Green Planning Group

What is Long Green Planning Group's official website?
Long Green Planning Group's official website is www.longgreenplanning.com
What is Long Green Planning Group's Revenue?
Long Green Planning Group's revenue is <$5 Million
What is Long Green Planning Group's SIC code?
Long Green Planning Group's SIC: 62,628
What is Long Green Planning Group's NAICS code?
Long Green Planning Group's NAICS: 52,523
How many employees does Long Green Planning Group have?
Long Green Planning Group has 1-10 employees
What industry does Long Green Planning Group belong to?
Long Green Planning Group is in the industry of: Finance, Securities Trading
What is Long Green Planning Group competition?
Long Green Planning Group top competitors include: Stocker Woods Financial, Hastie Financial Group, WealthSpring, PlanWise Financial Group
What technology does Long Green Planning Group use?
Some of the popular technologies that Long Green Planning Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
What does Long Green Planning Group do?

Long Green Planning Group is an independent financial services firm based in Fort Collins, Colorado, specializing in investment management, wealth planning, and divorce services for individuals, couples, and businesses. The firm focuses on formulating investment strategies that aim to achieve competitive long-term returns while managing risk. They... emphasize a fiduciary standard, ensuring that clients' interests are prioritized in all financial decisions. Long Green Planning Group also offers complimentary initial meetings to provide value and address clients' financial questions.Read More

Is Long Green Planning Group a public company?
Long Green Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Long Green Planning Group

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