Millennium Planning Group

Finance · 11-50 Employees

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Overview

Revenue

$13.1 Million

Industry

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

Millennium Planning Group offers a range of financial and wealth management services tailored for both individuals and business owners. Their services include financial planning, retirement planning, estate planning, and investment planning, alongside specialized offerings for business owners such as employee benefits, succession planning, and small business retirement plans. The company aims to provide comprehensive financial solutions to assist clients in achieving their financial goals. With a focus on evolving financial planning for the next generation, they serve a diverse clientele seeking expert guidance in managing their finances.Explore more
Millennium Planning Group's Social MediaPopular SearchesMillennium Planning Group LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Millennium Planning Group

$13.1M
11-50
Private
-
2022
N/A
$7.8M
11-50
Private
-
2022
RM
Ryan McLinFounder, Financial & Advisor
<$5M
11-50
Private
-
2010
VZ
Valerie ZaffutoManager, Operations & Chief Compliance Officer
<$5M
1-10
Private
-
-
PL
Paul LeddyMiraberg Wealth
<$5M
1-10
Private
-
2004
BF
Bill FustosBusiness & Industry Advisor
<$5M
1-10
Private
-
2022
JT
Joseph TitusVice President, Senior Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Millennium Planning Group Tech Stack

A closer look at the technologies used by Millennium Planning Group

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Frequently Asked Questions Regarding Millennium Planning Group

What is Millennium Planning Group's official website?
Millennium Planning Group's official website is www.mpgplan.com
What is Millennium Planning Group's Revenue?
Millennium Planning Group's revenue is $13.1 Million
What is Millennium Planning Group's SIC code?
Millennium Planning Group's SIC: 62,628
What is Millennium Planning Group's NAICS code?
Millennium Planning Group's NAICS: 52,523
How many employees does Millennium Planning Group have?
Millennium Planning Group has 11-50 employees
What industry does Millennium Planning Group belong to?
Millennium Planning Group is in the industry of: Finance, Securities Trading
What is Millennium Planning Group competition?
Millennium Planning Group top competitors include: Impact Wealth Group, Miraberg, Omni 360 Advisors, Bio-consult Adivsors
What technology does Millennium Planning Group use?
Some of the popular technologies that Millennium Planning Group uses are: Drupal, AddToAny, Google Tag Manager, jsDelivr
What does Millennium Planning Group do?

Millennium Planning Group offers a range of financial and wealth management services tailored for both individuals and business owners. Their services include financial planning, retirement planning, estate planning, and investment planning, alongside specialized offerings for business owners such as employee benefits, succession planning, and smal... l business retirement plans. The company aims to provide comprehensive financial solutions to assist clients in achieving their financial goals. With a focus on evolving financial planning for the next generation, they serve a diverse clientele seeking expert guidance in managing their finances.Read More

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

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