Strategic Planning Group is evolving! We’re now part of an elite, unified national organization – 1847Financial.
Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.
Our commitment to our financial professionals and clients we serve remains stronger than ever.
• 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company.
• 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices
• 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets.
We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK.
LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd. | Horsham, PA 19044, USA.|800-873-7637, www.htk.com 1847 Financial and Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.
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Company Details
- Employees
- 49
- Founded
- -
- Address
- 6000 Fairview Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- strategicplanninggroup.com
- Keywords
- Life Insurance, Annuities, Investment Products and Services, Financial Planning, Retirement Planning.
- HQ
- Charlotte, North Carolina
- Competitors
- 1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters, Hornor, Townsend & Kent, 1847Financial, MassMutual South Carolina, International Center for Strategic Planning, Strategic Planning Associates, Penn Mutual, Strategic Planning Group, Strategic Planning & Implementation Associates Inc., South Carolina Department of Insurance.
Strategic Planning Group Questions
Strategic Planning Group's website is strategicplanninggroup.com
Strategic Planning Group's LinkedIn profile is https://www.linkedin.com/company/strategicplangrp
Strategic Planning Group has
49 employees.
View email and phone details for 49
employees at Strategic Planning Group.
Strategic Planning Group's industry is
Financial Services
Strategic Planning Group's top competitors are
1847financial - Conshohocken/philadelphia, Pa & Boca Raton, Fl Headquarters,
Hornor, Townsend & Kent,
1847financial,
Massmutual South Carolina,
International Center For Strategic Planning,
Strategic Planning Associates,
Penn Mutual,
Strategic Planning Group,
Strategic Planning & Implementation Associates Inc.,
South Carolina Department Of Insurance.
Strategic Planning Group's categories are Financial Services
Strategic Planning Group's founding year is 2018
