Equity Planning Group Email Formats
Financial Services • 
West Bloomfield Township, Michigan, United States • 1-10 Employees
Equity Planning Group Email Formats
Equity Planning Group uses 1 email format. The most common is {first initial} (e.g., j@equityplanninggroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@equityplanninggroup.com | 100% |
Key Contact at Equity Planning Group
Scott Goldberg
President
Company overview
| Headquarters | 7035 Orchard Lake Rd, Suite 700, West Bloomfield, Michigan 48322, US |
| Phone number | +12489324600 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1985 |
| Employees | 1-10 |
| Socials |
About Equity Planning Group
We are an independent Registered Investment Advisory (RIA) firm providing investment advice and insurance solutions that afford our clients peace of mind. Because we are independent, all funds are invested without conflict of interest and we are able to select the insurance companies whose products best suit our client’s needs. Equity Planning Group, Inc. has been implementing financial strategies since 1985. Nate Goldberg, CFP, and his son Scott provide financial planning and risk management for individuals, retirees, small business owners and corporations. A desire to fulfill people’s basic financial needs encouraged Mr. Goldberg to start his business and through word-of-mouth and referrals, Equity Planning Group, Inc. has continued to be a valuable source for financial guidance.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Equity Planning Group has never raised funding before.
Equity Planning Group Tech Stack
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