Strategic Planning Group

Strategic Planning Group

Financial Services 6000 Fairview Rd 49 employees
Employees
49
Contacts
3
Emails
3
Phones
2

Strategic Planning Group Overview

Headquarters
6000 Fairview Rd
Industry
Financial Services
Employees
49
Founded
2018
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Strategic Planning Group

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. 5068342RLB_Oct24

Strategic Planning Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Strategic Planning Group Org Chart

Sample employees and titles
Name Title Contact
Thomas Haislop
Email Phone
Zach Germann Financial Advisor at Strategic Planning Group
Email
Benjamin Feigenbaum Tailoring Custom Wealth Strategies for Business Owners & Executives - Private Wealth Transfer Consulting - Independent Insurance Advisory for Agents
View
Thomas Brophy, Ricp®, Chsnc® Vice President Strategic Development Strategic Planning Group
Email Phone

Employees by Management Level

Individual contributor 13 profiles
Director 3 profiles
Senior / Lead 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 0
Finance 2 2 0
General 1 1 1

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