LifePlan Group

  • Financial Services
  • Raleigh NC
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
7201 Creedmoor Rd Suite 147, Raleigh NC
Website
lifeplangroup.com
Phone
(919) 858-****
Employees
8
Founded in
2003
Industry
Financial Services
NAICS Code
5239, 52393, 523, 52
SIC Code
62, 628
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Financials & Stats

Revenue

$1B

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Company Leadership

Allison Filbert

Director of Client Relations

Phone Email

LifePlan Group Industry Tags

Wealth Management
Retirement Income Planning
Tax Planning
Estate Planning
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LifePlan Group Tech Stack

HTML
Google Analytics
G Suite
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FAQ

What is the location of LifePlan Group's headquarters?
The headquarters of LifePlan Group are situated at 7201 Creedmoor Rd Suite 147, Raleigh NC
What is LifePlan Group's phone number?
LifePlan Group's contact number is (919) 858-****.
What is LifePlan Group's official website?
The official website of LifePlan Group can be found at lifeplangroup.com.
What is LifePlan Group's current revenue?
As of July 2018, LifePlan Group's annual revenue reached $1B.
How many employees does LifePlan Group currently have?
LifePlan Group employs approximately 8+ people as of July 2018
Which industries is LifePlan Group primarily operating in?
LifePlan Group operates in the following industries: Finance, Credit
Who is the Director of Client Relations of LifePlan Group?
LifePlan Group's Director of Client Relations is Allison Filbert
What are LifePlan Group's industry tags?
LifePlan Group's industry tags include: Wealth Management, Retirement Income Planning, Tax Planning
When was LifePlan Group founded?
LifePlan Group was founded in 2003.

Employee Directory

Key Employees

Diana Weinstock

Chief of Staff / EA

Phone Email

Susan Franklin

Client Services Manager

Phone Email