The Financial Planning Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

19 E Main St Ste 102, Norwalk, Ohio, 448...

Phone Number

(440) 638-4757

Revenue

<$5 Million

Industry

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

The Financial Planning Group is a full-service wealth management firm based in Norwalk, Ohio, founded by Jonathan Merckens, a CERTIFIED FINANCIAL PLANNER Professional. The firm specializes in developing personalized financial strategies and planning for both individuals and businesses across the United States. Their services include investment consulting, wealth protection, and charitable giving, aimed at helping clients make informed financial decisions. With over 20 years of experience, they focus on providing financial confidence throughout all stages of life.Explore more
The Financial Planning Group's Social MediaPopular SearchesThe Financial Planning GroupFinancial Planning GroupFinance & Planning International Groupthefpggroup.comSIC Code 62,628NAICS Code 52,523Show more

The Financial Planning Group Org Chart

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RC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Financial Planning Gr...

<$5M
1-10
Private
-
1985
RC
Rhona CostaBusiness Administrator
<$5M
11-50
Private
-
2006
LG
Laura GonderOffice Manager
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
1995
KO
Kathryn OnofrioExecutive Assistant
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2010
JB
John BrenkovichFinancial Advisor
<$5M
1-10
Private
-
-
CK
Caroline KorteSenior VP, Wealth & Manager
Illustration of an envelope

Company Profile Activity

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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

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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.thefpggroup.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: John Bailey Financial, Paducah Financial Consultants, Summit Planning Group, Engler Garrow & Roth
What technology does The Financial Planning Group use?
Some of the popular technologies that The Financial Planning Group uses are: Microsoft IIS, DocuSign, Drupal, reCAPTCHA
How do I contact The Financial Planning Group?
The Financial Planning Group contact info: Phone number: (440) 638-4757 Website: www.thefpggroup.com
What does The Financial Planning Group do?

The Financial Planning Group is a full-service wealth management firm based in Norwalk, Ohio, founded by Jonathan Merckens, a CERTIFIED FINANCIAL PLANNER Professional. The firm specializes in developing personalized financial strategies and planning for both individuals and businesses across the United States. Their services include investment cons... ulting, wealth protection, and charitable giving, aimed at helping clients make informed financial decisions. With over 20 years of experience, they focus on providing financial confidence throughout all stages of life.Read More

What are The Financial Planning Group social media links?
The Financial Planning Group Linkedin 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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