The Planify Group
Company

The Planify Group

Financial Services 13358 Manchester Rd 8 employees
Employees
8
Contacts
2
Emails
2
Phones
1

The Planify Group Overview

Headquarters
13358 Manchester Rd
Industry
Financial Services
Employees
8
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About The Planify Group

The Planify Group's mission is to excite and influence individuals to take action towards clearly defined financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Visit www.finra.org and www.sipc.org for more information. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Planify Group Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

The Planify Group Org Chart

Sample employees and titles
Name Title Contact
J. Todd Gentry Lpl Financial Planner at the Planify Group
Email Phone
Shannon Lewandoski Exit Planning Advisor and Lpl Financial Planner at the Planify Group
View
Joseph Heitkamp, Cfp® Lpl Financial Planner at Planify Group
Email

Employees by Management Level

Individual contributor 3 profiles

Compare Similar Companies to The Planify Group