Empowering our clients to reach their investment goals since 1996. Your Plan. Your Group. Stronger Strategies with Professionals in your Corner.
PlanGroup Financial is an established RIA in Oklahoma City having provided excellent service to our clients for decades. We set the precedent to have a personable relationship with all our clients comprised of business owners, families, and everything in between. At PlanGroup Financial, we align our clients’ needs directly with our actions. Instead of charging hidden fees for lackluster services, we benefit only when our clients benefit. Our team is committed to providing our clients with the best service imaginable whether it is today or generations to come.
Company Details
- Employees
- 24
- Founded
- -
- Address
- 6 Ne 63rd St, Oklahoma City,oklahoma 73105,united States
- Phone
- +1-405-848-1099
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- plangroup.com
- Keywords
- Investment Services, Estate Planning, Tax Planning, Business Retirement Plans, Financial Planning & Employee Benefits, Risk Management & Insurance, Investment Management, Succession Planning, First Generation Wealth, Multi-Generation Wealth, Private Investment Opportunities, Business Sales Transactions Insurance, Group Benefit Plans, Business Retirement Plans, Financial Planning, Executive Benefits.
- HQ
- Oklahoma City, Oklahoma
Plangroup Questions
Plangroup's helpline number is +1-405-848-1099
Plangroup's website is plangroup.com
Plangroup's LinkedIn profile is https://www.linkedin.com/company/plangroupfinancial
Plangroup has
24 employees.
View email and phone details for 24
employees at Plangroup.
Plangroup's industry is
Financial Services
Plangroup's support email address is info@plangroup.com
Plangroup's categories are Financial Services
Plangroup's founding year is 1968
