Company Email Format Management

PlanGroup

Financial Services Oklahoma City, Oklahoma, United States 24 employees

Employees: 24
Contacts: 4
Emails: 4
Phones: 1

plangroup.com LinkedIn

PlanGroup Overview

Headquarters: Oklahoma City, Oklahoma, United States
Phone Number: Available in AeroLeads
Website: plangroup.com
Industry: Financial Services
Employees: 24
Founded: 1968
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

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

About PlanGroup

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.

PlanGroup Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 1; 25.0% coverage

PlanGroup Org Chart

Sample employees and titles

Name	Title	Location	Contact
Matthew R. Schultz, Ricp®, Aif®	Senior Wealth Manager at Plangroup	Edmond, Oklahoma, United States	Email
Dallas Wheeler	Private Wealth Manager	Edmond, Oklahoma, United States	Email
Carl Holliday	Founding Partner at the Baker Group	Oklahoma City Metropolitan Area, United States	Email
Andrea Sponenburgh		Lincoln, Nebraska Metropolitan Area, United States	Email Phone