The Next Step Planning Group Employee Directory

The Next Step Planning Group corporate office is located in 4200 W Cypress St Ste 700, Tampa, Florida, 33607, United States and has 1-10 employees.

the next step planning group

Employees by Department

Departments

Number of employees

Finance

Operations

Marketing

Key Employees of The Next Step Planning Group

JR
Jennifer Rosen...
Office Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

The Next Step Planning Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from The Next Step Planning Group

Hundreds of professionals searching for The Next Step Planning Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JR
Jennifer Rosenberg
Email Direct
Office Manager
United States , Florida , Tampa

MR
Michael Romeo
Email Direct
Investment Concierge
United States , Florida , Tampa

AF
Alexander Fellios
Email Direct
Investment Concierge
United States , Florida , Tampa

CL
Cooper Lufkin
Email Direct
Investment Servicing Administrator
United States , Florida , Tampa

DL
Dory LeBlanc
Email Direct
Marketing & Events Coordinator
United States , Florida , Tampa

JS
Jason Seal
Email Direct
Insurance Concierge
United States , Florida , Tampa

TS
Thomas Seeko
Email Direct
Co-Founder & Financial Advisor & Podcast Host
United States , Florida , Tampa

Former Employees at The Next Step Planning Group

Explore people who held key positions, contributed to The Next Step Planning Group's success, and advanced their careers.

BL
Brian Litman
Manager, Purchasing & ... at Scar Heal
Worked as Client Concierge, Living Balance Sheet Liaison
at The Next Step Planning Group
Email Direct
KF
Kyle Freiermuht
Annuity Specialist at TradePMR
Worked as Client Relations Specialist
at The Next Step Planning Group (2023-2023)
Email Direct
KS
Kendall Stevens
Senior Manager, Sales ... at Apex Biologix
Worked as Financial Professional
at The Next Step Planning Group (2023-2024)
Email Direct

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Frequently Asked Questions Regarding The Next Step Planning Group Employees

How many employees does The Next Step Planning Group have?

The Next Step Planning Group has 1-10 employees

Who are The Next Step Planning Group key employees?

Some of The Next Step Planning Group key employees are Jennifer Rosenberg

Where is The Next Step Planning Group located?

The Next Step Planning Group’s headquarters are located at 4200 W Cypress St Ste 700, Tampa, Florida, 33607, United States

How do I contact The Next Step Planning Group?

The Next Step Planning Group Contact Info: Website: www.nextstepfinances.com

What does The Next Step Planning Group do?

Next Step Planning Group is a financial planning firm based in Tampa, FL, specializing in personal and income planning to help clients achieve financial confidence. They cater to both individuals and business owners, offering tailored financial strategies to manage assets and plan for retirement. The firm emphasizes a commitment to transparency and... Read More

Is The Next Step Planning Group a public company?

The Next Step Planning Group is private company therefore does not currently have an official ticker symbol

See more information about The Next Step Planning Group Employees