The Planning Group

Finance · Illinois, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

465 Central Ave Ste 201, Northfield, Ill...

Phone Number

(847) 441-9400

Revenue

$7.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About The Planning Group

At the Planning Group, we have been providing high quality, objective, personalized financial advice since 1976. We understand that every facet of your life has a financial consequence. We will be your partners, counselors, and support system to address life's inevitable decisions and challenges. We provide a comprehensive approach to financial planning and implementation customized to each of your goals. We recognize that you lead an active and complex life that can be time consuming and complicated to manage. Working with specialized, experienced professionals provides you with a high level of service and security, allowing you time to focus on your family, business, and quality of life.Explore more
The Planning Group's Social MediaPopular Searchesthe Planning Group IncThe Planning GroupPlanning GroupPlanning Group IncThe Planning Group of Scottsdale LLCSIC Code 62,628NAICS Code 52,523Show more

The Planning Group Org Chart

PhoneEmail
RD
United States flag for contact location.

Bookkeeper

PhoneEmail
MJ
United States flag for contact location.

Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
LB
United States flag for contact location.

Administative Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is The Planning Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to The Planning Group

Compare insights from companies similar to The Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Planning Group

$7.5M
11-50
Private
-
1998
RD
Robin DavisBookkeeper
$7.2M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2001
GN
Gary NoveckIndependent Agent
<$5M
1-10
Private
-
1983
RR
Rose RinkerManager, Business Case
<$5M
1-10
Private
-
-
RF
Rick FischerFinancial Advisor
<$5M
1-10
Private
-
2016
BP
Benjamin PettigrewManaging Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Planning Group Tech Stack

A closer look at the technologies used by The Planning Group

Top Finance Companies

Frequently Asked Questions Regarding The Planning Group

What is The Planning Group's official website?
The Planning Group's official website is www.planning-group.com
What is The Planning Group's Revenue?
The Planning Group's revenue is $7.5 Million
What is The Planning Group's SIC code?
The Planning Group's SIC: 62,628
What is The Planning Group's NAICS code?
The Planning Group's NAICS: 52,523
How many employees does The Planning Group have?
The Planning Group has 11-50 employees
What industry does The Planning Group belong to?
The Planning Group is in the industry of: Finance, Securities Trading
What is The Planning Group competition?
The Planning Group top competitors include: Redwood Park Advisors, Lexington Wealth Management, Joe Jabar, Sequoia Financial Planning
What technology does The Planning Group use?
Some of the popular technologies that The Planning Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
How do I contact The Planning Group?
The Planning Group contact info: Phone number: (847) 441-9400 Website: www.planning-group.com
What does The Planning Group do?

At the Planning Group, we have been providing high quality, objective, personalized financial advice since 1976. We understand that every facet of your life has a financial consequence. We will be your partners, counselors, and support system to address life's inevitable decisions and challenges. We provide a comprehensive approach to financial pla... nning and implementation customized to each of your goals. We recognize that you lead an active and complex life that can be time consuming and complicated to manage. Working with specialized, experienced professionals provides you with a high level of service and security, allowing you time to focus on your family, business, and quality of life.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.