Strategic Planning Concepts

  • Financial Services
  • Troy MI
  • 8 employees
  • Financial Services
Employee Directory Email Format Management Departments
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Company Overview

Headquarters
3310 W Big Beaver Rd Ste 105, Troy MI
Website
strategicplanningconcepts.com
Phone
(248) 458-****
Employees
8
Founded in
1999
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$1B

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Who is Strategic Planning Concepts

Strategic Planning Concepts is a Financial Services company based in Troy, Michigan. The firm is a small business with 3 employees. Strategic Planning Concepts specializes in simplifying corporate-sponsored retirement plans. They provide services aimed at saving plan sponsors time, minimizing fiduciary liability, and fostering an independent and prudent process. Their team of advisors helps clients develop a financial plan designed for future success. Strategic Planning Concepts partners with Sigma Financial Corporation, a member of FINRA and SIPC, to offer securities. Investment advisory services are provided through Sigma Planning Corporation, a registered investment advisor. Interested parties can visit the company's website at strategicplanningconcepts.com. For regulatory reasons, the company cannot respond to emails through the website and personalized financial advice will not be offered to individuals in states where the representative is not registered.

Company Leadership

Trevor Asti

Partner

Phone Email

Strategic Planning Concepts Industry Tags

Corporate Retirement Plans
Insurance
Financial Planning
Investments
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FAQ

What is the location of Strategic Planning Concepts's headquarters?
The headquarters of Strategic Planning Concepts are situated at 3310 W Big Beaver Rd Ste 105, Troy MI
What is Strategic Planning Concepts's phone number?
Strategic Planning Concepts's contact number is (248) 458-****.
What is Strategic Planning Concepts's official website?
The official website of Strategic Planning Concepts can be found at strategicplanningconcepts.com.
What is Strategic Planning Concepts's current revenue?
As of March 2019, Strategic Planning Concepts's annual revenue reached $1B.
How many employees does Strategic Planning Concepts currently have?
Strategic Planning Concepts employs approximately 8+ people as of March 2019
Which industries is Strategic Planning Concepts primarily operating in?
Strategic Planning Concepts operates in the following industries: Finance, Credit
Who is the Partner of Strategic Planning Concepts?
Strategic Planning Concepts's Partner is Trevor Asti
What are Strategic Planning Concepts's industry tags?
Strategic Planning Concepts's industry tags include: Corporate Retirement Plans, Insurance, Financial Planning
When was Strategic Planning Concepts founded?
Strategic Planning Concepts was founded in 1999.

Employee Directory

Key Employees

Kevin O'Neill

Owner

Phone Email

Christian Cicchella

Managing Member

Phone Email