Physician Planning Group

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

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Overview

Headquarters

48 S Service Rd Ste 400, Melville, New Y...

Phone Number

(516) 391-0322

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About Physician Planning Group

Physician Planning Group specializes in providing financial planning, student loan counseling, protection planning, and guidance for medical and dental professionals. Their services are tailored for busy physicians and healthcare professionals across the country, helping them achieve financial independence and security. With over 30 years of industry experience, they understand the unique financial challenges faced by physicians at different career stages. The company aims to empower clients to focus on their passions while ensuring their financial health is well-managed.Explore more
Popular SearchesPhysician Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Physician Planning Group Org Chart

PhoneEmail
SS
United States flag for contact location.

Director, Office Operations

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AF
United States flag for contact location.

Director, Investment

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Physician Planning Group

<$5M
1-10
Private
-
2010
SS
Susan SiegelDirector, Office Operations
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
1983
EN
Evan NaylorFinancial Planner
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
VC
Valorie ConawayAdminstrative Office Manager
<$5M
1-10
Private
-
2016
BT
Beverly ThomDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Physician Planning Group Tech Stack

A closer look at the technologies used by Physician Planning Group

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Frequently Asked Questions Regarding Physician Planning Group

What is Physician Planning Group's official website?
Physician Planning Group's official website is www.physicianplangroup.com
What is Physician Planning Group's Revenue?
Physician Planning Group's revenue is <$5 Million
What is Physician Planning Group's SIC code?
Physician Planning Group's SIC: 62,628
What is Physician Planning Group's NAICS code?
Physician Planning Group's NAICS: 52,523
How many employees does Physician Planning Group have?
Physician Planning Group has 1-10 employees
What industry does Physician Planning Group belong to?
Physician Planning Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Physician Planning Group competition?
Physician Planning Group top competitors include: Boston Retirement Group, Naylor Wealth Management, Creative Wealth Management Group, MassMutual
What technology does Physician Planning Group use?
Some of the popular technologies that Physician Planning Group uses are: NS1, Cloudflare Website Optimization, Cloudflare CDN, Squarespace Online Stores
How do I contact Physician Planning Group?
Physician Planning Group contact info: Phone number: (516) 391-0322 Website: www.physicianplangroup.com
What does Physician Planning Group do?

Physician Planning Group specializes in providing financial planning, student loan counseling, protection planning, and guidance for medical and dental professionals. Their services are tailored for busy physicians and healthcare professionals across the country, helping them achieve financial independence and security. With over 30 years of indust... ry experience, they understand the unique financial challenges faced by physicians at different career stages. The company aims to empower clients to focus on their passions while ensuring their financial health is well-managed.Read More

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

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