Madison Planning Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

4 New King St Ste 120, West Harrison, Ne...

Phone Number

(914) 328-8558

Revenue

$5.6 Million

Industry

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

Madison Planning Group is a full-service financial planning firm that specializes in providing personalized financial solutions tailored to individual client needs. Their services include financial counseling, investment management, retirement planning, and risk management, aimed at helping clients achieve their long-term financial goals. The firm emphasizes a collaborative approach, ensuring that financial guidance is built around the unique stories and circumstances of each client. With branches in White Plains, Syracuse, and Florida, they cater to clients undergoing major life transitions or seeking assistance with complex financial situations.Explore more
Madison Planning Group's Social MediaPopular SearchesMadison Planning Group IncMadison Planning GroupFinancial Counseling"Madison Planning GroupLuton Michael J CPA FinSIC Code 62,628NAICS Code 52,523Show more

Madison Planning Group Org Chart

Gary Schwartz, Founder & President & Chief Executive Officer at Madison Planning Group
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Founder & President & Chief Executive Officer

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Chief Operating Officer

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Madison Planning Group

$5.6M
11-50
Private
<$5M
1997
Gary Schwartz, Founder & President & Chief Executive Officer at Madison Planning Group
Gary SchwartzFounder & President & CEO
$6.3M
1-10
Private
-
2007
JI
Jane IariaOffice Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
KS
Kristy SpeightClient Service Associate
<$5M
1-10
Private
-
1990
NH
Neil HoytPartner, President
<$5M
1-10
Private
-
1987
KD
Kelly DurlachManager, Office & Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Madison Planning Group financials insights

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

2020

Debt

$150K

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Madison Planning Group Tech Stack

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Frequently Asked Questions Regarding Madison Planning Group

What is Madison Planning Group's official website?
Madison Planning Group's official website is www.madisonplanning.com
What is Madison Planning Group's Revenue?
Madison Planning Group's revenue is $5.6 Million
What is Madison Planning Group's SIC code?
Madison Planning Group's SIC: 62,628
What is Madison Planning Group's NAICS code?
Madison Planning Group's NAICS: 52,523
How many employees does Madison Planning Group have?
Madison Planning Group has 11-50 employees
What industry does Madison Planning Group belong to?
Madison Planning Group is in the industry of: Finance, Securities Trading
What is Madison Planning Group competition?
Madison Planning Group top competitors include: Michael Roberts Associates, FlahertyColvin, Sterling Wealth Management, Investment Management Associates
What technology does Madison Planning Group use?
Some of the popular technologies that Madison Planning Group uses are: Cloudflare Website Optimization, AppRiver, Microsoft 365, Mailgun
How do I contact Madison Planning Group?
Madison Planning Group contact info: Phone number: (914) 328-8558 Website: www.madisonplanning.com
What does Madison Planning Group do?

Madison Planning Group is a full-service financial planning firm that specializes in providing personalized financial solutions tailored to individual client needs. Their services include financial counseling, investment management, retirement planning, and risk management, aimed at helping clients achieve their long-term financial goals. The firm... emphasizes a collaborative approach, ensuring that financial guidance is built around the unique stories and circumstances of each client. With branches in White Plains, Syracuse, and Florida, they cater to clients undergoing major life transitions or seeking assistance with complex financial situations.Read More

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

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