The Retirement Planning Group
Finance · Kansas, United States · 51-200 Employees
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Overview
Headquarters
4811 W 136th St, Leawood, Kansas, 66224,...Phone Number
(913) 498-8898Website
www.planningretirements.comRevenue
$57.2 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
2
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About The Retirement Planning Group
The Retirement Planning Group provides professional retirement planning, wealth management, and financial planning services for families and individuals across Kansas City, St. Louis, and Denver. Their team consists of certified financial planners, CPAs, and financial professionals dedicated to guiding clients towards an ideal financial future. With over 20 years of experience, they create personalized financial plans while managing aspects such as taxes and investments. The firm prides itself on exceptional client service, maintaining strong communication and relationships with clients throughout their financial journey.Explore more
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The Retirement Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The Retirement Planning Group Tech Stack
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The Retirement Planning Group News & Media
Cetera Holdings Closes Acquisition of RIA: The Retirement Planning Group, LLC
$1.4 billion in AUM and 40 employees moving to Cetera RIA provides holistic financial planning services to more than 1,800 high-net-worth individuals, families and retirees LOS ANGELES, June 6, 2023 /PRNewswire/ -- Cetera Holdings, the holding company of Cetera Financial Group, the...
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The Retirement Planning Group provides professional retirement planning, wealth management, and financial planning services for families and individuals across Kansas City, St. Louis, and Denver. Their team consists of certified financial planners, CPAs, and financial professionals dedicated to guiding clients towards an ideal financial future. Wit... Read More
