Planning Group, Inc.®
Financial Services • 
Dunwoody, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 303 Perimeter Center N, 300, Atlanta, Georgia 30346, US |
| Phone number | +18773975137 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
Key Contact at Planning Group, Inc.®
Glenn Williams
President
Planning Group, Inc.® Email Formats
Planning Group, Inc.® uses 1 email format. The most common is {first initial} (e.g., j@usplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@usplanning.com | 100% |
About Planning Group, Inc.®
U.S. Planning Group, Inc. is an affiliation of independent financial planners and financial professionals, with corporate headquarters based in northern Atlanta, Georgia since 1995. Our mission is to put our client's needs first and foremost to assist them to identify, quantify and then achieve their personal financial goals. We offer comprehensive financial services for individuals and families, business and non-profit organizations. We provide our clients with customized financial strategies that address issues associated with retirement, taxes, education planning, estate planning, insurance needs and much more. We also provide implementation assistance in the areas of risk management, investments and money management. While each of our practices may be different, we are alike in our fundamental approaches to planning and implementation and in our core values; competency, objectivity, communication and trust. We would invite you to contact one of our members or call me directly to explore what makes us different and why we believe we have found a better way. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Planning Group, Inc.® revenue & valuation
| Annual revenue | $27,400,000 |
| Revenue per employee | $5,472,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $87,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Planning Group, Inc.® has never raised funding before.
Planning Group, Inc.® Tech Stack
Discover the technologies and tools that power Planning Group, Inc.®'s digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Germany
United Arab Emirates
New Zealand
Frequently asked questions
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