The Planning Group

  • Financial Services
  • Northfield IL
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
465 Central Ave, Northfield IL
Website
planning-group.com
Phone
(847) 441-9400
Employees
7
Founded in
1976
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$7B

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Who is The Planning Group

The Planning Group is a financial advisory firm based in Northfield, Illinois. Founded in 1976, the company employs five people and generates $2.5 million in annual revenue. The Planning Group provides high-quality, personalized financial advice and planning services tailored to each client's goals. Their services encompass a comprehensive approach to financial management, helping clients navigate life's complexities and achieve their financial objectives. The firm distinguishes itself through its personalized approach, working closely with clients to understand their unique circumstances and aspirations. They strive to be a trusted partner, offering support and guidance through various life stages and financial decisions. Clients can contact The Planning Group via their website, planning-group.com. Let me know if you have another company description for me!

The Planning Group Industry Tags

Financial Planning
Investments
Insurance
Wealth Management
Asset Management
Strategic Planning
Financial Advisory
Customer Service
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7M 77 Princeton, NJ 2007
7M 39 Towson, MD 1983
7M 37 Chicago Heights, IL 1936
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FAQ

What is the location of The Planning Group's headquarters?
The headquarters of The Planning Group are situated at 465 Central Ave, Northfield IL
What is The Planning Group's phone number?
The Planning Group's contact number is (847) 441-9400.
What is The Planning Group's official website?
The official website of The Planning Group can be found at planning-group.com.
What is The Planning Group's current revenue?
As of June 2023, The Planning Group's annual revenue reached $7B.
How many employees does The Planning Group currently have?
The Planning Group employs approximately 7+ people as of June 2023
Which industries is The Planning Group primarily operating in?
The Planning Group operates in the following industries: Finance, Credit
What are The Planning Group's industry tags?
The Planning Group's industry tags include: Financial Planning, Investments, Insurance
When was The Planning Group founded?
The Planning Group was founded in 1976.

Employee Directory

Key Employees

Martin Jankelowitz

Financial Advisor

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Dani Barron

Principal

Phone Email