The Next Level Planning Group
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
8755 W Higgins Rd Ste 200, Chicago, Illi...Phone Number
(773) 867-3650Website
www.tnlpg.comRevenue
<$5 MillionIndustry
About The Next Level Planning Group
The Next Level Planning Group is a wealth management firm based in Chicago that specializes in evolved financial planning for successful business owners and executives. They provide comprehensive services including investment management, tax strategy, estate planning coordination, and business financial strategy, ensuring seamless execution alongside clients' existing professionals. Their mission is to educate, empower, and enrich clients through a specific and accountable approach to financial decisions. The firm aims to help clients navigate complex financial matters during pivotal moments in their careers.Explore more
The Next Level Planning Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2016
TG
Thomas GraffeoFounder & Certified Financial Planner (Cfp) & Certified Investment Management Analyst (Cima)
The Next Level Planning Group Tech Stack
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The Next Level Planning Group is a wealth management firm based in Chicago that specializes in evolved financial planning for successful business owners and executives. They provide comprehensive services including investment management, tax strategy, estate planning coordination, and business financial strategy, ensuring seamless execution alongsi... Read More
