Spartan Planning Group

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1931 New Garden Rd Ste 220, Greensboro, ...

Phone Number

(800) 371-1292

Revenue

<$5 Million

Industry

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

Spartan Planning is a fee-only financial advisory firm based in Greensboro, NC, dedicated to serving individuals, families, and organizations. They offer a comprehensive range of services including retirement planning, investment management, insurance planning, estate planning, and tax planning. The firm emphasizes a personalized approach to financial planning, ensuring clients have a clear roadmap to achieve their financial goals while minimizing unnecessary risks and taxes. Spartan Planning also provides corporate services, including managing retirement plans for business owners and executives.Explore more
Spartan Planning Group's Social MediaPopular SearchesSpartan Planning Group LLCSpartan Planning GroupSpartan Branding LLCPlanning & Wealth Management LLCPlanning Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Spartan Planning Group Org Chart

David Childs, Chief Listener and Chief Executive Officer at Spartan Planning Group
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Chief Listener and Chief Executive Officer

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EN
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Director, Client Relations

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MK
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Director, Operations

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KP
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Client Services Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spartan Planning Group

<$5M
1-10
Private
-
2013
David Childs, Chief Listener and Chief Executive Officer at Spartan Planning Group
David ChildsChief Listener and CEO
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
EM
Emilee ManleyClient Service Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Spartan Planning Group Tech Stack

A closer look at the technologies used by Spartan Planning Group

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Frequently Asked Questions Regarding Spartan Planning Group

What is Spartan Planning Group's official website?
Spartan Planning Group's official website is www.spartanplanninggroup.com
What is Spartan Planning Group's Revenue?
Spartan Planning Group's revenue is <$5 Million
What is Spartan Planning Group's SIC code?
Spartan Planning Group's SIC: 62,628
What is Spartan Planning Group's NAICS code?
Spartan Planning Group's NAICS: 52,523
How many employees does Spartan Planning Group have?
Spartan Planning Group has 1-10 employees
What industry does Spartan Planning Group belong to?
Spartan Planning Group is in the industry of: Finance, Securities Trading
What is Spartan Planning Group competition?
Spartan Planning Group top competitors include: Core Wealth Management, Ascential Wealth, Stockade Wealth Management, Waterford Advisors
What technology does Spartan Planning Group use?
Some of the popular technologies that Spartan Planning Group uses are: WooCommerce, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Spartan Planning Group?
Spartan Planning Group contact info: Phone number: (800) 371-1292 Website: www.spartanplanninggroup.com
What does Spartan Planning Group do?

Spartan Planning is a fee-only financial advisory firm based in Greensboro, NC, dedicated to serving individuals, families, and organizations. They offer a comprehensive range of services including retirement planning, investment management, insurance planning, estate planning, and tax planning. The firm emphasizes a personalized approach to financ... ial planning, ensuring clients have a clear roadmap to achieve their financial goals while minimizing unnecessary risks and taxes. Spartan Planning also provides corporate services, including managing retirement plans for business owners and executives.Read More

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

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