Madison Planning Group
Financial Services • 
North Castle, New York, United States • 11-20 Employees
Company overview
| Headquarters | 10 New King Street, Suite 104, White Plains, NY 10604, US |
| Phone number | +18002222091 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at Madison Planning Group
Jay Dworkin
Vice President
Madison Planning Group Email Formats
Madison Planning Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@madisonplanning.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@madisonplanning.com | 77.8% |
{first name}{last name} | johndoe@madisonplanning.com | 22.2% |
About Madison Planning Group
www.Facebook.com/MadisonPlanning Financial Planning and Advisory Services Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our goal is to not only have our clients find our team members knowledgeable, but also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Our Principle Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 800 222 2091. "Madison Planning Group has helped prepare thousands of individuals and businesses to navigate the eventualities of life. We offer a comprehensive portfolio of products and services, matched with keen ability to recognize and respond to changing market conditions. By providing thoughtful, targeted solutions to business, personal, estate and retirement needs, we hope this has earned us the confidence of our clients—and helped them attain their unique goals." Securities offered through Registered Representatives of Cambridge Investment Research Inc., a brokerdealer, member FINRA/SIPC. Advisory services through Madison Advisory Services, Inc., a Registered Investment Adviser. Cambridge and Madison Planning Group, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites
Madison Planning Group revenue & valuation
| Annual revenue | $2,939,838 |
| Revenue per employee | $164,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Madison Planning Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Madison Planning Group has never raised funding before.
Madison Planning Group Tech Stack
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