The Financial Planning Group

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

2 E Court Sq, Newnan, Georgia, 30263, Un...

Phone Number

(770) 251-9202

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About The Financial Planning Group

The Financial Planning Group is an independent financial services firm based in Newnan, GA, specializing in financial planning and wealth management for families, particularly targeting doctors, attorneys, young professionals, and retirees. With over 20 years of experience, they provide tailored investment strategies, retirement readiness, and estate planning services. Their business philosophy emphasizes expert financial advice combined with a commitment to treating clients with respect and integrity. The firm operates on a fee-based structure, ensuring transparency and alignment of interests between advisors and clients.Explore more
The Financial Planning Group's Social MediaPopular SearchesThe Financial Planning GroupFinancial Planing GroupFinancial Planning GroupFinancial Planning Group LLCThe Financial Planning GRSIC Code 62,628NAICS Code 52,523Show more

The Financial Planning Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Financial Planning Gr...

<$5M
1-10
Private
-
2009
BK
Blake KitchensCertified Financial Planner
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
1995
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Financial Planning Group Tech Stack

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

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Frequently Asked Questions Regarding The Financial Planning Group

What is The Financial Planning Group's official website?
The Financial Planning Group's official website is www.thefinancialplanninggroup.com
What is The Financial Planning Group's Revenue?
The Financial Planning Group's revenue is <$5 Million
What is The Financial Planning Group's SIC code?
The Financial Planning Group's SIC: 62,628
What is The Financial Planning Group's NAICS code?
The Financial Planning Group's NAICS: 52,523
How many employees does The Financial Planning Group have?
The Financial Planning Group has 1-10 employees
What industry does The Financial Planning Group belong to?
The Financial Planning Group is in the industry of: Finance, Securities Trading
What is The Financial Planning Group competition?
The Financial Planning Group top competitors include: Sterling Total Wealth Solutions, BACK9 Retirement Solutions, Crest Retirement Planning, Money Wise
What technology does The Financial Planning Group use?
Some of the popular technologies that The Financial Planning Group uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
How do I contact The Financial Planning Group?
The Financial Planning Group contact info: Phone number: (770) 251-9202 Website: www.thefinancialplanninggroup.com
What does The Financial Planning Group do?

The Financial Planning Group is an independent financial services firm based in Newnan, GA, specializing in financial planning and wealth management for families, particularly targeting doctors, attorneys, young professionals, and retirees. With over 20 years of experience, they provide tailored investment strategies, retirement readiness, and esta... te planning services. Their business philosophy emphasizes expert financial advice combined with a commitment to treating clients with respect and integrity. The firm operates on a fee-based structure, ensuring transparency and alignment of interests between advisors and clients.Read More

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

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