Strategic Planning Group

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

10150 Lantern Rd Ste 150, Fishers, India...

Phone Number

(317) 806-3083

Revenue

<$5 Million

Industry

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

Strategic Planning Group, based in Fishers, IN, specializes in transforming clients' hard-earned success into comprehensive financial plans that encompass wealth management, retirement planning, tax, and estate planning. They provide tailored financial guidance by understanding clients' unique goals and values, ensuring a personalized approach to financial planning. The firm serves a diverse clientele across the United States, leveraging its strategic Midwest location to accommodate various time zones and schedules. With a focus on strategic insights, they aim to create financial plans that work as diligently as their clients do.Explore more
Strategic Planning Group's Social MediaPopular SearchesStrategic Planning Group IncFinancial Strategies LLCStrategic Planning GroupStrategic Planning Group LtdStrategic Financial Publishing IncSIC Code 62,628NAICS Code 52,523Show more

Strategic Planning Group Org Chart

PhoneEmail
Robert Gray, President at Strategic Planning Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Planning Group

<$5M
11-50
Private
-
1998
Robert Gray, President at Strategic Planning Group
Robert GrayPresident
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
MG
Mary GassmannOffice Manager, Tax
<$5M
1-10
Private
-
-
CG
Caroline GayleFinancial Planner
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Strategic Planning Group Tech Stack

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Frequently Asked Questions Regarding Strategic Planning Group

What is Strategic Planning Group's official website?
Strategic Planning Group's official website is www.spgfinancial.com
What is Strategic Planning Group's Revenue?
Strategic Planning Group's revenue is <$5 Million
What is Strategic Planning Group's SIC code?
Strategic Planning Group's SIC: 62,628
What is Strategic Planning Group's NAICS code?
Strategic Planning Group's NAICS: 52,523
How many employees does Strategic Planning Group have?
Strategic Planning Group has 11-50 employees
What industry does Strategic Planning Group belong to?
Strategic Planning Group is in the industry of: Finance, Securities Trading
What is Strategic Planning Group competition?
Strategic Planning Group top competitors include: OWL Private Wealth Advisors, Murphy Wealth Management, Premier Wealth Advisors, Kassouf Wealth Advisors
What technology does Strategic Planning Group use?
Some of the popular technologies that Strategic Planning Group uses are: DocuSign, Cloudflare Website Optimization, Proofpoint, Smarsh
How do I contact Strategic Planning Group?
Strategic Planning Group contact info: Phone number: (317) 806-3083 Website: www.spgfinancial.com
What does Strategic Planning Group do?

Strategic Planning Group, based in Fishers, IN, specializes in transforming clients' hard-earned success into comprehensive financial plans that encompass wealth management, retirement planning, tax, and estate planning. They provide tailored financial guidance by understanding clients' unique goals and values, ensuring a personalized approach to f... inancial planning. The firm serves a diverse clientele across the United States, leveraging its strategic Midwest location to accommodate various time zones and schedules. With a focus on strategic insights, they aim to create financial plans that work as diligently as their clients do.Read More

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

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