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
- Website
- strategicplanninggroup.com
- Industry
- Financial Services
- Employees
- 49
- Founded
- 2018
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Thomas Haislop | Seneca, South Carolina, United States |
Email
Phone
|
|
| Zach Germann | Financial Advisor at Strategic Planning Group | Suwanee, Georgia, United States |
Email
|
| Benjamin Feigenbaum | Tailoring Custom Wealth Strategies for Business Owners & Executives - Private Wealth Transfer Consulting - Independent Insurance Advisory for Agents | Greater Cleveland, United States |
View
|
| Thomas Brophy, Ricp®, Chsnc® | Vice President Strategic Development Strategic Planning Group | Tampa, Florida, United States |
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 | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 0 |
| Finance | 2 | 2 | 0 |
| General | 1 | 1 | 1 |
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