PlanGroup Company Profile, Contacts & Intelligence

Financial ServicesOklahoma City, Oklahoma, United States24 employeesFounded 1968
4 contacts with email or phone data4 with email data1 with phone data
View verified contacts Compare competitors
Employees
24
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
3
Mapped contact coverage

PlanGroup Overview

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.

Headquarters
Oklahoma City, Oklahoma, United States
Website
plangroup.com
Industry
Financial Services
Founded
1968
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
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

PlanGroup Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 1 with phone data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
4 company-domain emails
Visible contacts using PlanGroup's company email domain.
Sales
2
General
1
Finance
1

PlanGroup People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Matthew R. Schultz, Ricp®, Aif®
Senior Wealth Manager at Plangroup
E
D
Dallas Wheeler
Private Wealth Manager
E
C
Carl Holliday
Founding Partner at the Baker Group
E
A
Andrea Sponenburgh
EP

PlanGroup Workforce Composition

Seniority breakdown across 8 visible profiles.

Manager
5
Individual contributor
2
Intern / trainee
1

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