Resource Planning Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

12574 Promise Creek Ln Ste 136, Fishers,...

Phone Number

(317) 428-4795

Revenue

<$5 Million

Industry

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

Resource Planning Group is a financial advisory and wealth management firm located in Fishers, IN, dedicated to serving clients with a focus on trust, transparency, and education. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax advice. The firm emphasizes clear communication and aims to help clients make informed financial decisions without the use of industry jargon. Their team of experienced financial advisors works collaboratively to meet the diverse financial needs of their clients.Explore more
Resource Planning Group's Social MediaPopular Searchesresource planning group LLCResource Planning GroupResource Planning, GroupRpg & Associates LLCRpg & Associates| LLCSIC Code 62,628NAICS Code 52,523Show more

Resource Planning Group Org Chart

PhoneEmail
KB
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Office Manager

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MW
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Customer Service Manager

PhoneEmail
TB
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Co-Founder & Senior Relationship Manager & Pr...

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Resource Planning Group

<$5M
1-10
Private
-
2004
KB
Karen BeiswengerOffice Manager
<$5M
1-10
Private
-
2022
JS
Jennifer San NicolasAdministrative Assistant
<$5M
1-10
Private
-
-
WP
William PromesFounder & Financial Planner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1998
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Resource Planning Group Tech Stack

A closer look at the technologies used by Resource Planning Group

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Frequently Asked Questions Regarding Resource Planning Group

What is Resource Planning Group's official website?
Resource Planning Group's official website is www.rpgindy.com
What is Resource Planning Group's Revenue?
Resource Planning Group's revenue is <$5 Million
What is Resource Planning Group's SIC code?
Resource Planning Group's SIC: 62,628
What is Resource Planning Group's NAICS code?
Resource Planning Group's NAICS: 52,523
How many employees does Resource Planning Group have?
Resource Planning Group has 1-10 employees
What industry does Resource Planning Group belong to?
Resource Planning Group is in the industry of: Finance, Securities Trading
What is Resource Planning Group competition?
Resource Planning Group top competitors include: Resilient Wealth Planning, Dolan Partners, IPS Group, Austin Creek Capital
What technology does Resource Planning Group use?
Some of the popular technologies that Resource Planning Group uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Resource Planning Group?
Resource Planning Group contact info: Phone number: (317) 428-4795 Website: www.rpgindy.com
What does Resource Planning Group do?

Resource Planning Group is a financial advisory and wealth management firm located in Fishers, IN, dedicated to serving clients with a focus on trust, transparency, and education. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax advice. The firm emphasizes clear communication a... nd aims to help clients make informed financial decisions without the use of industry jargon. Their team of experienced financial advisors works collaboratively to meet the diverse financial needs of their clients.Read More

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

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