Spectrum Planning Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

4730 NW 2nd Ave Ste 100, Boca Raton, Flo...

Phone Number

(561) 982-0001

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Spectrum Planning Group

Spectrum Planning Group specializes in retirement planning, asset management, family issues, and financial advising. They provide resources to assist clients in planning, managing, and enjoying their retirement. The company aims to build long-term relationships with clients and their families by prioritizing their interests. Located in Boca Raton, Florida, they offer a comprehensive range of financial services tailored to meet the needs of various generations.Explore more
Spectrum Planning Group's Social MediaPopular SearchesSpectrum Planning GroupSpectrum America IncThe Spectrum Planning GroupSpectrum LTC MarketingSpectrum Management Group IncSIC Code 62,628NAICS Code 52,523Show more

Spectrum Planning Group Org Chart

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Vice President, Operations

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Operations Coordinator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spectrum Planning Group

<$5M
11-50
Private
-
1994
HP
Hedy PerperVice President, Operations
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
<$5M
1-10
Private
-
2000
CB
Christopher BakerFinancial Advisor & Co-Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2001
Jimmy Blount, President & Lpl Registered Principal at The Point Financial Group
Jimmy BlountPresident & Lpl Registered Principal
<$5M
11-50
Private
-
-
WD
Wendy DietmeierClient Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Spectrum Planning Group Tech Stack

A closer look at the technologies used by Spectrum Planning Group

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Frequently Asked Questions Regarding Spectrum Planning Group

What is Spectrum Planning Group's official website?
Spectrum Planning Group's official website is www.spectrumplanninggroup.com
What is Spectrum Planning Group's Revenue?
Spectrum Planning Group's revenue is <$5 Million
What is Spectrum Planning Group's SIC code?
Spectrum Planning Group's SIC: 62,628
What is Spectrum Planning Group's NAICS code?
Spectrum Planning Group's NAICS: 52,523
How many employees does Spectrum Planning Group have?
Spectrum Planning Group has 11-50 employees
What industry does Spectrum Planning Group belong to?
Spectrum Planning Group is in the industry of: Finance, Securities Trading
What is Spectrum Planning Group competition?
Spectrum Planning Group top competitors include: Strategic Financial Concepts, Oaktree Financial Advisors, Anchor Wealth Management, Copper Canyon Wealth Management
What technology does Spectrum Planning Group use?
Some of the popular technologies that Spectrum Planning Group uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact Spectrum Planning Group?
Spectrum Planning Group contact info: Phone number: (561) 982-0001 Website: www.spectrumplanninggroup.com
What does Spectrum Planning Group do?

Spectrum Planning Group specializes in retirement planning, asset management, family issues, and financial advising. They provide resources to assist clients in planning, managing, and enjoying their retirement. The company aims to build long-term relationships with clients and their families by prioritizing their interests. Located in Boca Raton,... Florida, they offer a comprehensive range of financial services tailored to meet the needs of various generations.Read More

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

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