Professional Planning Group

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

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Overview

Headquarters

200 Great Oaks Blvd Ste 221, Albany, New...

Phone Number

(518) 869-0498

Revenue

<$5 Million

Industry

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

Professional Planning Group is dedicated to helping clients achieve their financial goals through long-term relationships with knowledgeable advisors. They offer a comprehensive range of financial management services, including investment and retirement planning, risk management, and estate conservation. The company specializes in developing tailored financial strategies that address both short- and long-term objectives. Their website provides valuable resources such as articles, calculators, and videos to assist clients in evaluating their financial positions and progress.Explore more
Professional Planning Group's Social MediaPopular SearchesProfessional Planning Group LLCProfessional Planning GroupGeorgia Strategies Group LLCprofessional planning CorpProfessional PlanningSIC Code 62,628NAICS Code 52,523Show more

Professional Planning Group Org Chart

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MP
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Senior Manager, Wealth

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TS
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Manager, Operations

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AA
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Advisor

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RA
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Advisor

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GB
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Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Planning Gro...

<$5M
1-10
Private
-
1985
MP
Michelle PetersonSenior Manager, Wealth
<$5M
11-50
Private
-
-
SL
Stephanie LibertyAdministrative Assistant
<$5M
11-50
Private
-
2005
JJ
Jeremy JoaquinFinancial Advisor
<$5M
1-10
Private
-
1996
N/A
<$5M
1-10
Private
-
-
CJ
Clark JodeneExecutive Assistant
<$5M
1-10
Private
-
-
BC
Ben CondeOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Professional Planning Group Tech Stack

A closer look at the technologies used by Professional Planning Group

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Frequently Asked Questions Regarding Professional Planning Group

What is Professional Planning Group's official website?
Professional Planning Group's official website is www.professionalplanninggroupllc.com
What is Professional Planning Group's Revenue?
Professional Planning Group's revenue is <$5 Million
What is Professional Planning Group's SIC code?
Professional Planning Group's SIC: 62,628
What is Professional Planning Group's NAICS code?
Professional Planning Group's NAICS: 52,523
How many employees does Professional Planning Group have?
Professional Planning Group has 1-10 employees
What industry does Professional Planning Group belong to?
Professional Planning Group is in the industry of: Finance, Securities Trading
What is Professional Planning Group competition?
Professional Planning Group top competitors include: LPL Financial, Retirement Planning Group, Voya Financial Advisors, Anthony Izzo and Associates
What technology does Professional Planning Group use?
Some of the popular technologies that Professional Planning Group uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Font Awesome
How do I contact Professional Planning Group?
Professional Planning Group contact info: Phone number: (518) 869-0498 Website: www.professionalplanninggroupllc.com
What does Professional Planning Group do?

Professional Planning Group is dedicated to helping clients achieve their financial goals through long-term relationships with knowledgeable advisors. They offer a comprehensive range of financial management services, including investment and retirement planning, risk management, and estate conservation. The company specializes in developing tailor... ed financial strategies that address both short- and long-term objectives. Their website provides valuable resources such as articles, calculators, and videos to assist clients in evaluating their financial positions and progress.Read More

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

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