Master Plan Investment Group

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

65 S Main St Ste C201, Pennington, New J...

Phone Number

(609) 751-0242

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Master Plan Investment Group

Master Plan Investment Group is an independent wealth management and retirement plan advisory firm that develops financial strategies tailored to the unique needs of individuals, families, businesses, and nonprofit organizations. They offer comprehensive wealth management services, including investment management, retirement plan services, and personalized financial planning. With a commitment to understanding their clients' financial goals, they provide knowledgeable guidance and support throughout various life stages. The firm is dedicated to community involvement and empowering clients to achieve generational wealth management.Explore more
Master Plan Investment Group's Social MediaPopular SearchesMaster Plan Investment GroupMaster Plan Investment CorpSIC Code 62,628NAICS Code 52,523Show more

Master Plan Investment Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Master Plan Investment Gr...

<$5M
1-10
Private
-
2019
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
-
AT
Angela TimponeOffice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

Master Plan Investment Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Master Plan Investment Group Tech Stack

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Master Plan Investment Group News & Media

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Frequently Asked Questions Regarding Master Plan Investment Group

What is Master Plan Investment Group's official website?
Master Plan Investment Group's official website is www.masterplaninvestmentgroup.com
What is Master Plan Investment Group's Revenue?
Master Plan Investment Group's revenue is <$5 Million
What is Master Plan Investment Group's SIC code?
Master Plan Investment Group's SIC: 62,628
What is Master Plan Investment Group's NAICS code?
Master Plan Investment Group's NAICS: 52,523
How many employees does Master Plan Investment Group have?
Master Plan Investment Group has 1-10 employees
What industry does Master Plan Investment Group belong to?
Master Plan Investment Group is in the industry of: Finance, Securities Trading
What is Master Plan Investment Group competition?
Master Plan Investment Group top competitors include: Copper Canyon Wealth Management, Cape Cod Wealth Strategies & Insurance Services, Westex Investment Services, Klauenberg Retirement Solutions
What technology does Master Plan Investment Group use?
Some of the popular technologies that Master Plan Investment Group uses are: DocuSign, Cloudflare Website Optimization, Datadog, YouTube
How do I contact Master Plan Investment Group?
Master Plan Investment Group contact info: Phone number: (609) 751-0242 Website: www.masterplaninvestmentgroup.com
What does Master Plan Investment Group do?

Master Plan Investment Group is an independent wealth management and retirement plan advisory firm that develops financial strategies tailored to the unique needs of individuals, families, businesses, and nonprofit organizations. They offer comprehensive wealth management services, including investment management, retirement plan services, and pers... onalized financial planning. With a commitment to understanding their clients' financial goals, they provide knowledgeable guidance and support throughout various life stages. The firm is dedicated to community involvement and empowering clients to achieve generational wealth management.Read More

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

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