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
Financials & Stats
Revenue
$10B
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.
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