Company Overview
- Headquarters
- 4770 Campus Dr, Newport Beach CA
- Website
- theapgroup.org
- Employees
- 2
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Advanced Planning Group
Advanced Planning Wealth Management Group is a financial planning firm located in Newport Beach, California. The company is a small team of four employees that generates approximately $2.5 million in annual revenue. The firm specializes in providing Pension Maximization and Financial Planning Strategies exclusively for Federal Government Agency employees and retirees. Their comprehensive retirement planning approach is grounded in their expertise in Federal Employee Retirement Benefits. The Advanced Planning Wealth Management team utilizes proven techniques to create individualized retirement plans tailored to each client's unique needs and retirement income goals. Advanced Planning Wealth Management Group distinguishes itself by adhering to a strict ethical principle: they only recommend investment strategies they would personally accept for themselves. This "Golden Rule" philosophy guides their practice, ensuring client interests are always prioritized. Clients can learn more about Advanced Planning Wealth Management Group by visiting their website at theapgroup.org.
Companies Similar to Advanced Planning Group
Analyze industry trends and opportunities by examining competitors and companies comparable to Advanced Planning Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |