Focus Planning Group Revenue

Financial Services • Bayport, New York, United States • 1-10 Employees

Focus Planning Group revenue & valuation

Annual revenue	$3,252,816
Revenue per employee	$1,627,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,500,000
Total funding	No funding

Key Contact at Focus Planning Group

Joseph Carbone

Founder and Financial Planner

Company overview

Headquarters	Bayport, New York, United States
Phone number	+18449659870
Website	focusplanninggroup.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning, Investment Management, Insurance Consulting, Social Security
Founded	2002
Employees	1-10
Socials

About Focus Planning Group

We provide impartial and transparent financial planning for individuals ages 55 and older transitioning into retirement. We Believe Everyone Deserves Unbiased, Fair Advice. Our firm is structured differently than most other financial planning firms. We want to make it easy, simple, and enjoyable to work with. We take important, emotionally draining, complicated retirement planning topics and break them down into simple, actionable steps. While teaching you how to spend your money safely and tax-efficiently in retirement and leave a legacy. How do we do this? “Elegant Simplicity” Our Independence Is Your Advantage Focus Planning Group is a Registered Investment Advisor, and we are obligated to adhere to a fiduciary standard. We have no broker-dealer affiliations or work for a big company, i.e., bank or brokerage firm. Simply put, we must act in your best interest. You may ask, “Wait a minute, isn’t every firm/advisor supposed to do that?” It may sound crazy, I agree, but not every firm is obligated to act in your best interest. Focus Planning Group, LLC is a New York registered investment advisor and in other jurisdictions where exempted.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Focus Planning Group has never raised funding before.

Focus Planning Group Tech Stack

Discover the technologies and tools that power Focus Planning Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Kadence WP Kadence

WordPress themes

WPForms

Form builders

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Gutenberg

Editors

Google Analytics

Analytics

hCaptcha

Security

Splide

JavaScript libraries

Frequently asked questions

Focus Planning Group is located in Bayport, New York, US.

You can reach Focus Planning Group at +18449659870.

Focus Planning Group generates an estimated annual revenue of $3,252,816. This revenue figure reflects the company's market position and business performance in its industry.

Focus Planning Group has an estimated valuation of $10,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Focus Planning Group was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Focus Planning Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Focus Planning Group

Joseph Carbone

Founder and Financial Planner

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