We are an independent Registered Investment Advisory (RIA) firm providing investment advice and insurance solutions that afford our clients peace of mind. Because we are independent, all funds are invested without conflict of interest and we are able to select the insurance companies whose products best suit our client’s needs.
Equity Planning Group, Inc. has been implementing financial strategies since 1985. Nate Goldberg, CFP, and his son Scott provide financial planning and risk management for individuals, retirees, small business owners and corporations. A desire to fulfill people’s basic financial needs encouraged Mr. Goldberg to start his business and through word-of-mouth and referrals, Equity Planning Group, Inc. has continued to be a valuable source for financial guidance.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 7035 Orchard Lake Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- equityplanninggroup.com
- Keywords
- West Bloomfield.
- HQ
- West Bloomfield, Michigan
Equity Planning Group, Inc. Questions
Equity Planning Group, Inc.'s website is equityplanninggroup.com
Equity Planning Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/equity-planning-group-inc-
Equity Planning Group, Inc. has
2 employees.
View email and phone details for 2
employees at Equity Planning Group, Inc..
Equity Planning Group, Inc.'s industry is
Financial Services
Equity Planning Group, Inc.'s top competitors are
Watershed Wealth,
Maendel Wealth,
Integrity Financial Group, Llc,
Salehi Wealth Management,
Lifeworks Advisors,
Heron Bay Capital Management,
Rochester Wealth Strategies,
Royal Oak Financial Advisors,
Sigma Investment Counselors,
Ellija Capital Management, Llc.
Equity Planning Group, Inc.'s categories are Financial Services
Equity Planning Group, Inc.'s founding year is 1985
