Retirement Planning Group

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

1600 Valley River Dr Ste 150, Eugene, Or...

Phone Number

(541) 345-7466

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Retirement Planning Group

Ascend Wealth Partners, LLC is dedicated to guiding clients towards financial freedom through personalized financial planning services. They cater to a diverse clientele, including first-time investors, small business owners, working professionals, and women, ensuring that strategies are tailored to individual needs. Their offerings encompass retirement planning, investment advice, estate strategy, and debt management, all aimed at helping clients achieve their financial goals. The firm emphasizes long-term relationships built on open communication and a deep understanding of each client's unique financial situation.Explore more
Popular SearchesRetirement Planning Group LLCC/ Retirement Planning Group LLCCRPC Retirement Planning Group LLCLiberty Publishing IncSIC Code 62,628NAICS Code 52,523Show more

Retirement Planning Group Org Chart

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Practice Manager and Director of Client Servi...

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Practice Manager and VIP Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retirement Planning Group

<$5M
1-10
Private
-
-
CS
Colene ShermanPractice Manager and Director of Client Services
<$5M
11-50
Private
-
2004
<$5M
1-10
Private
-
-
HO
Heather OnestoManager, Client Services
<$5M
1-10
Private
-
-
AA
Amy AriettaPlanner Assistant
<$5M
11-50
Private
-
-
TM
Trudi MullerPractice Operations Director, Brokerage
<$5M
1-10
Private
-
-
MD
Marie DraperCA Insurance
<$5M
1-10
Private
-
-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Retirement Planning Group Tech Stack

A closer look at the technologies used by Retirement Planning Group

Top Finance Companies

Frequently Asked Questions Regarding Retirement Planning Group

What is Retirement Planning Group's official website?
Retirement Planning Group's official website is www.rpginvest.com
What is Retirement Planning Group's Revenue?
Retirement Planning Group's revenue is <$5 Million
What is Retirement Planning Group's SIC code?
Retirement Planning Group's SIC: 62,628
What is Retirement Planning Group's NAICS code?
Retirement Planning Group's NAICS: 52,523
How many employees does Retirement Planning Group have?
Retirement Planning Group has 1-10 employees
What industry does Retirement Planning Group belong to?
Retirement Planning Group is in the industry of: Finance, Securities Trading
What is Retirement Planning Group competition?
Retirement Planning Group top competitors include: Lincoln Financial Advisors, SiteQuest Technologies, The McGrady Group, Game Plan Retirement
What technology does Retirement Planning Group use?
Some of the popular technologies that Retirement Planning Group uses are: Amazon Web Hosting, Amazon Route 53
How do I contact Retirement Planning Group?
Retirement Planning Group contact info: Phone number: (541) 345-7466 Website: www.rpginvest.com
What does Retirement Planning Group do?

Ascend Wealth Partners, LLC is dedicated to guiding clients towards financial freedom through personalized financial planning services. They cater to a diverse clientele, including first-time investors, small business owners, working professionals, and women, ensuring that strategies are tailored to individual needs. Their offerings encompass retir... ement planning, investment advice, estate strategy, and debt management, all aimed at helping clients achieve their financial goals. The firm emphasizes long-term relationships built on open communication and a deep understanding of each client's unique financial situation.Read More

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

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