SHG Planning
Business Services · New York, United States · 1-10 Employees
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Overview
Headquarters
400 Broadhollow Rd Ste 302, Melville, Ne...Phone Number
(516) 297-7390Website
www.shgplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About SHG Planning
SHG Planning, Inc. is a New York-based firm specializing in estate planning and business succession strategies aimed at protecting and preserving family wealth across generations. They focus on helping business owners create effective plans to minimize taxes and ensure a smooth transition of their business and assets to heirs. The company emphasizes a personalized approach, working closely with clients to understand their unique needs and family dynamics. Their services also include coordinating employee benefits to ensure comprehensive protection for both the business and its employees.Explore more
SHG Planning Org Chart
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Activity Insights
SHG Planning is experiencing very low activity levels compared to other companies in the Business Services sector.
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SHG Planning is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about SHG Planning.
SHG Planning financials insights
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2021
Debt
$35K
SHG Planning Tech Stack
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SHG Planning, Inc. is a New York-based firm specializing in estate planning and business succession strategies aimed at protecting and preserving family wealth across generations. They focus on helping business owners create effective plans to minimize taxes and ensure a smooth transition of their business and assets to heirs. The company emphasize... Read More
