Madison Planning Group

  • Financial Services
  • Harrison NY
  • 18 employees
  • Financial Services
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Company Overview

Headquarters
4 New King Street, Suite 120, Harrison NY
Website
madisonplanning.com
Phone
(315) 251-2510
Employees
18
Founded in
1997
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Madison Planning Group

Madison Planning Group is a financial planning and advisory services firm based in Harrison, New York. The company employs 18 people and generates over $10,000 in annual revenue. Madison Planning Group provides a comprehensive portfolio of financial products and services tailored to meet the needs of individuals, businesses, estates, and retirement plans. Their services are designed to help clients navigate various financial aspects of life, including business, personal, estate, and retirement planning. The company distinguishes itself through its commitment to educating clients about their financial situations and empowering them to make informed decisions. Madison Planning Group emphasizes a "hands-on" approach, prioritizing personalized guidance and fostering a genuine care for their clients' aspirations. Clients can reach Madison Planning Group via phone at 800-222-2091, email, or through their social media channels: www.Facebook.com/MadisonPlanning and www.Twitter.com/MadisonPlanning. Securities offered through Lion Street Financial, LLC, a FINRA and SIPC member, and investment advisory products and services offered through Lion Street Advisors, LLC, a registered investment advisor.

Company Leadership

Andrew Federico

Partner

Phone Email

Madison Planning Group Industry Tags

Financial Services
Financial Advisory Services
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FAQ

What is the location of Madison Planning Group's headquarters?
The headquarters of Madison Planning Group are situated at 4 New King Street, Suite 120, Harrison NY
What is Madison Planning Group's phone number?
Madison Planning Group's contact number is (315) 251-2510.
What is Madison Planning Group's official website?
The official website of Madison Planning Group can be found at madisonplanning.com.
What is Madison Planning Group's current revenue?
As of September 2022, Madison Planning Group's annual revenue reached $10B.
How many employees does Madison Planning Group currently have?
Madison Planning Group employs approximately 18+ people as of September 2022
Which industries is Madison Planning Group primarily operating in?
Madison Planning Group operates in the following industries: Finance, Credit
Who is the Partner of Madison Planning Group?
Madison Planning Group's Partner is Andrew Federico
What are Madison Planning Group's industry tags?
Madison Planning Group's industry tags include: Financial Services, Financial Advisory Services
When was Madison Planning Group founded?
Madison Planning Group was founded in 1997.

Employee Directory

Key Employees

Andrew Schwartz

Partner

Phone Email

Saber Aggoub

Financial Advisor

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Dean McBeth

COO

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