Strategic Planning Group Revenue
Financial Services • 
Charlotte, North Carolina, United States • 21-50 Employees
Strategic Planning Group revenue & valuation
| Annual revenue | $4,106,640 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,200,000 |
| Total funding | No funding |
Key Contacts at Strategic Planning Group
Morris Gibson
Director Of Business Development
Jim Hardy
Director Of Training
Karimarie Rossignol
Director Of Operations
Robin Slater
Director Of Operations
P. Q. Le
Managing Director
Company overview
| Headquarters | 6000 Fairview Rd, 1425, Charlotte, North Carolina 28210, US |
| Phone number | +17043626787 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Annuities, Retirement Planning, Life Insurance, Financial Planning, Investment Products And Services |
| Founded | 2018 |
| Employees | 21-50 |
| Socials |
Strategic Planning Group Email Formats
Strategic Planning Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@strategicplanninggroup.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@strategicplanninggroup.com | 75% |
{first name} | john@strategicplanninggroup.com | 25% |
About Strategic Planning Group
Strategic Planning Group is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd. | Horsham, PA 19044, USA.|800-873-7637, www.htk.com 1847 Financial and Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 5068342RLB_Oct24
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Strategic Planning Group has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
Strategic Planning Group has never raised funding before.
Strategic Planning Group Tech Stack
Discover the technologies and tools that power Strategic Planning Group'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
Australia
Spain
Frequently asked questions
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