The White Planning Group
Finance · West Virginia, United States · 1-10 Employees
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Overview
Headquarters
602 Virginia St E Ste 202, Charleston, W...Phone Number
(304) 346-3295Website
www.whiteplanninggroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About The White Planning Group
The White Planning Group is a multi-generational estate and business planning firm based in West Virginia, dedicated to assisting clients in protecting, preserving, and growing their financial assets. They offer innovative planning solutions and coordinate strategies with a focus on wealth transfer and business planning. Their target clients include successful families and businesses seeking a clear path to grow and preserve wealth across generations. The firm emphasizes education in financial planning and provides various insurance products and financial services to support their clients' goals.Explore more
The White Planning Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2000
RR
Richard RussoCertified Financial Planner & IRS Enrolled Agent & Registered Representative & Investment Advisor & Representative & Independent Life & Health Insurance Agent & Senior Loan Officer
Company Profile Activity
Activity Insights
The White Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The White Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The White Planning Group.
The White Planning Group Tech Stack
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The White Planning Group is a multi-generational estate and business planning firm based in West Virginia, dedicated to assisting clients in protecting, preserving, and growing their financial assets. They offer innovative planning solutions and coordinate strategies with a focus on wealth transfer and business planning. Their target clients includ... Read More
