Retirement Plan Consulting Group

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

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Overview

Headquarters

150 Motor Pkwy Ste 207, Hauppauge, New Y...

Phone Number

(631) 406-7373

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Retirement Plan Consulting Group

Retirement Plan Consulting Group specializes in providing tailored guidance and advice for retirement income planning, helping clients navigate the complexities of maintaining compliant retirement plans. They offer comprehensive, personalized retirement planning solutions for individuals, families, and institutions, ensuring long-term financial security. Their services allow organizations to focus on their core business while managing all aspects of their retirement programs. The company is committed to simplifying the establishment and management of retirement plans for their clients.Explore more
Retirement Plan Consulting Group's Social MediaPopular SearchesRetirement Plan Consulting Group LLCRetirement Plan Consulting Group InchtmlRetirement Plan Consulting Group LLCretirementplancg.comSIC Code 62,628NAICS Code 52,523Show more

Retirement Plan Consulting Group Org Chart

PhoneEmail
IG
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Client Service Coordinator

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FM
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Client Relationship Coordinator

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LB
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Relationship Manager

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DM
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Managing Partner

PhoneEmail
BS
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Financial Advisor & Registered Representative

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retirement Plan Consultin...

<$5M
1-10
Private
<$5M
2016
IG
Isabella GallettoClient Service Coordinator
<$5M
1-10
Private
-
2011
Justin Cress, President & Chief Executive Officer at Cress Wealth Strategies
Justin CressPresident & CEO
<$5M
1-10
Private
-
2021
DO
Derek OlsonVice President. Managing Partner, Financial Advisor
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Tyler Huck, Owner and President at Huck Financial
Tyler HuckOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Retirement Plan Consulting Group financials insights

Gather financial insights about Retirement Plan Consulting Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$32K

See All Retirement Plan Consulting Group's Financials Insights

Retirement Plan Consulting Group Tech Stack

A closer look at the technologies used by Retirement Plan Consulting Group

Top Finance Companies

Frequently Asked Questions Regarding Retirement Plan Consulting Group

What is Retirement Plan Consulting Group's official website?
Retirement Plan Consulting Group's official website is www.retirementplancg.com
What is Retirement Plan Consulting Group's Revenue?
Retirement Plan Consulting Group's revenue is <$5 Million
What is Retirement Plan Consulting Group's SIC code?
Retirement Plan Consulting Group's SIC: 62,628
What is Retirement Plan Consulting Group's NAICS code?
Retirement Plan Consulting Group's NAICS: 52,523
How many employees does Retirement Plan Consulting Group have?
Retirement Plan Consulting Group has 1-10 employees
What industry does Retirement Plan Consulting Group belong to?
Retirement Plan Consulting Group is in the industry of: Finance, Securities Trading
What is Retirement Plan Consulting Group competition?
Retirement Plan Consulting Group top competitors include: LC Wealth Management, Huck Financial, Panichi Blair Wealth Advisors, kennywjones.com
What technology does Retirement Plan Consulting Group use?
Some of the popular technologies that Retirement Plan Consulting Group uses are: reCAPTCHA, Cloudflare Website Optimization, Proofpoint, Google Tag Manager
How do I contact Retirement Plan Consulting Group?
Retirement Plan Consulting Group contact info: Phone number: (631) 406-7373 Website: www.retirementplancg.com
What does Retirement Plan Consulting Group do?

Retirement Plan Consulting Group specializes in providing tailored guidance and advice for retirement income planning, helping clients navigate the complexities of maintaining compliant retirement plans. They offer comprehensive, personalized retirement planning solutions for individuals, families, and institutions, ensuring long-term financial sec... urity. Their services allow organizations to focus on their core business while managing all aspects of their retirement programs. The company is committed to simplifying the establishment and management of retirement plans for their clients.Read More

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

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