U.S. Planning Group, Inc. is an affiliation of independent financial planners and financial professionals, with corporate headquarters based in northern Atlanta, Georgia since 1995. Our mission is to put our client's needs first and foremost to assist them to identify, quantify and then achieve their personal financial goals. We offer comprehensive financial services for individuals and families, business and non-profit organizations. We provide our clients with customized financial strategies that address issues associated with retirement, taxes, education planning, estate planning, insurance needs and much more. We also provide implementation assistance in the areas of risk management, investments and money management.
While each of our practices may be different, we are alike in our fundamental approaches to planning and implementation and in our core values; competency, objectivity, communication and trust.
We would invite you to contact one of our members or call me directly to explore what makes us different and why we believe we have found a better way.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 303 Perimeter Center N,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.usplanning.com
- Keywords
- Atlanta.
- HQ
- Atlanta, Georgia
U.s. Planning Group, Inc.® Questions
U.S. Planning Group, Inc.®'s website is https://www.usplanning.com
U.S. Planning Group, Inc.®'s LinkedIn profile is https://www.linkedin.com/company/u-s-planning-group-inc-%C2%AE
U.S. Planning Group, Inc.® has
5 employees.
View email and phone details for 5
employees at U.S. Planning Group, Inc.®.
U.S. Planning Group, Inc.®'s industry is
Financial Services
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U.S. Planning Group, Inc.®'s categories are Financial Services
U.S. Planning Group, Inc.®'s founding year is 1995
