The Pension Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

700 Stonehenge Pkwy Ste B, Dublin, Ohio,...

Phone Number

(614) 423-4600

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About The Pension Group

The Pension Group offers comprehensive retirement, 401k, and pension plan services to clients nationwide, focusing on both working individuals and retirees. They provide personalized retirement planning, investment strategies, and estate planning, ensuring clients have a clear roadmap for their financial future. The firm emphasizes a holistic approach, addressing various financial aspects including Social Security and tax planning through strategic partnerships. Clients can engage with The Pension Group through seminars, complimentary consultations, and tailored financial assessments.Explore more
The Pension Group's Social MediaPopular SearchesThe Pension GroupThe Pension CoThe Pension Group IncSIC Code 62,628NAICS Code 52,523Show more

The Pension Group Org Chart

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Client Services Coordinator

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Actuary

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Trust Accountant and Loan Specialist

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Pension Group

$6.6M
11-50
Private
-
1997
CE
Carolyn EarlesClient Services Coordinator
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
$5.3M
1-10
Private
-
2010
JW
Jen WisslerInsurance Broker
<$5M
1-10
Private
-
2006
KC
Kirk CoxInvestment Advisor & Representative
<$5M
1-10
Private
-
1980
N/A
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
<$5M
2015
BF
Bailey FinkelsteinVice President, Business Development
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Pension Group Tech Stack

A closer look at the technologies used by The Pension Group

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Frequently Asked Questions Regarding The Pension Group

What is The Pension Group's official website?
The Pension Group's official website is www.thepensiongroup.com
What is The Pension Group's Revenue?
The Pension Group's revenue is $6.6 Million
What is The Pension Group's SIC code?
The Pension Group's SIC: 62,628
What is The Pension Group's NAICS code?
The Pension Group's NAICS: 52,523
How many employees does The Pension Group have?
The Pension Group has 11-50 employees
What industry does The Pension Group belong to?
The Pension Group is in the industry of: Finance, Securities Trading
What is The Pension Group competition?
The Pension Group top competitors include: Cox Strategic Wealth, Gemini Services, Ensign Wealth Management, Phillip Allen
What technology does The Pension Group use?
Some of the popular technologies that The Pension Group uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact The Pension Group?
The Pension Group contact info: Phone number: (614) 423-4600 Website: www.thepensiongroup.com
What does The Pension Group do?

The Pension Group offers comprehensive retirement, 401k, and pension plan services to clients nationwide, focusing on both working individuals and retirees. They provide personalized retirement planning, investment strategies, and estate planning, ensuring clients have a clear roadmap for their financial future. The firm emphasizes a holistic appro... ach, addressing various financial aspects including Social Security and tax planning through strategic partnerships. Clients can engage with The Pension Group through seminars, complimentary consultations, and tailored financial assessments.Read More

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

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