The Essential Planning Group

Insurance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

8955 SW Commercial St, Tigard, Oregon, 9...

Phone Number

(503) 624-6700

Revenue

$14.8 Million

Industry

Insurance Consumer Services Funeral Homes & Funeral Related Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Essential Planning Group

American Funeral & Cemetery Trust Services is a nationally recognized leader in preneed and endowment care master trust and trust administration. They offer comprehensive, efficient, and compliant services to funeral and cremation providers, cemeteries, state funeral associations, and financial institutions. The company focuses on helping these clients maintain their dedication to their communities while enhancing their preneed business. Their services include American Prepaid Cremation Service, Third Party Administration, and Worldwide Travel Protection Plans.Explore more
The Essential Planning Group's Social MediaPopular SearchesThe Essential Planning Group IncThe Essential Planning GroupAmerican Funeral & Cemetery Trust ServicesAmerican Funeral & CemeteryEssential Planning GroupSIC Code 64,641NAICS Code 52,524Show more

The Essential Planning Group Org Chart

PhoneEmail
Craig Martin, President & Chief Financial Officer at The Essential Planning Group
United States flag for contact location.

President & Chief Financial Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Essential Planning Gr...

$14.8M
11-50
Private
-
1985
Craig Martin, President & Chief Financial Officer at The Essential Planning Group
Craig MartinPresident & Chief Financial Officer
$37.2M
51-200
Private
<$5M
2001
Jennifer Menzie, Chief Executive Officer & President at Cumberland Trust
Jennifer MenzieCEO & President
$10M
11-50
Private
-
2001
KF
Keith FleischerPresident & CEO
<$5M
11-50
Private
-
1983
CK
Cindy KellyMarket President, Spartanburg
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
DR
Daniel RayDirector, Compliance & Chief Investment Officer
<$5M
1-10
Private
-
2014
N/A
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

The Essential Planning Group is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

The Essential Planning Group Tech Stack

A closer look at the technologies used by The Essential Planning Group

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Frequently Asked Questions Regarding The Essential Planning Group

What is The Essential Planning Group's official website?
The Essential Planning Group's official website is www.afcts.com
What is The Essential Planning Group's Revenue?
The Essential Planning Group's revenue is $14.8 Million
What is The Essential Planning Group's SIC code?
The Essential Planning Group's SIC: 64,641
What is The Essential Planning Group's NAICS code?
The Essential Planning Group's NAICS: 52,524
How many employees does The Essential Planning Group have?
The Essential Planning Group has 11-50 employees
What industry does The Essential Planning Group belong to?
The Essential Planning Group is in the industry of: Insurance, Consumer Services, Funeral Homes & Funeral Related Services
What is The Essential Planning Group competition?
The Essential Planning Group top competitors include: Cumberland Trust, Wealth Advisors Trust, Premier Trust, TNB Financial Services
What technology does The Essential Planning Group use?
Some of the popular technologies that The Essential Planning Group uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
Who is the CFO of The Essential Planning Group?
The Essential Planning Group's CFO is Craig Martin
How do I contact The Essential Planning Group?
The Essential Planning Group contact info: Phone number: (503) 624-6700 Website: www.afcts.com
What does The Essential Planning Group do?

American Funeral & Cemetery Trust Services is a nationally recognized leader in preneed and endowment care master trust and trust administration. They offer comprehensive, efficient, and compliant services to funeral and cremation providers, cemeteries, state funeral associations, and financial institutions. The company focuses on helping these cli... ents maintain their dedication to their communities while enhancing their preneed business. Their services include American Prepaid Cremation Service, Third Party Administration, and Worldwide Travel Protection Plans.Read More

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

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