Company Overview
- Headquarters
- 4730 NW Boca Raton Blvd. Suite 100, Boca Raton FL
- Website
- spectrumplanninggroup.com
- Phone
- (561) 982-0001
- Employees
- 7
- Founded in
- 1994
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is The Spectrum Planning Group
The Spectrum Planning Group is a financial planning practice based in Boca Raton, Florida, with a team of five employees. The company generates approximately $2.5 million in annual revenue. The Spectrum Planning Group specializes in personal retirement and investment advisory services for individuals, families, and small businesses. They offer comprehensive financial planning solutions tailored to meet the unique needs of each client. The company also operates two sister companies: Spectrum LTC, which focuses on insurance planning for Long Term Care and Life Insurance, and Spectrum Mortgage Planning, which assists clients in integrating their mortgages into their overall financial strategy. One of the key differentiators of The Spectrum Planning Group is its holistic approach to financial planning, encompassing not just investments but also retirement planning, insurance, and mortgage strategies. By working with clients across multiple financial facets, they aim to create a comprehensive and integrated financial plan that aligns with their long-term goals. For more information about The Spectrum Planning Group's services, please visit their website at spectrumplanninggroup.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |