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Equity Planning Group

Equity Planning Group

Financial Services, 4041 W Sylvania Ave Ste 200, Toledo, Ohio, 43623, United States, 1-10 Employees

equitypg.com

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phone no Phone Number: +14*********

Who is EQUITY PLANNING GROUP

Equity Planning Group works with small businesses, business owners, and affluent individuals to provide them with customized investment asset allocation, estate planning, and retirement p...

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  • 4041 W Sylvania Ave Ste 200, Toledo, Ohio, 43623, United States Headquarters: 4041 W Sylvania Ave Ste 200, Toledo, Ohio, 43623, United States
  • 1999 Date Founded: 1999
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Equity Planning Group Org Chart and Mapping

Employees
Aif® Rebecca Taylor

Aif® Rebecca Taylor

Financial Consultant

Craig Joseph

Craig Joseph

Financial Consultant

Tammy Saddoris

Tammy Saddoris

Financial Paraplanner

Nate Goldberg

Nate Goldberg

Certified Financial Planner

Dan White

Dan White

Registered Investment Advisor

Amy Stachowiak

Amy Stachowiak

Financial Paraplanner

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Frequently Asked Questions Regarding Equity Planning Group

Answer: Equity Planning Group's headquarters are located at 4041 W Sylvania Ave Ste 200, Toledo, Ohio, 43623, United States

Answer: Equity Planning Group's phone number is +14*********

Answer: Equity Planning Group's official website is https://equitypg.com

Answer: Equity Planning Group's revenue is $1 Million to $5 Million

Answer: Equity Planning Group's SIC: 6282

Answer: Equity Planning Group has 1-10 employees

Answer: Equity Planning Group is in Financial Services

Answer: Equity Planning Group contact info: Phone number: +14********* Website: https://equitypg.com

Answer: Equity Planning Group works with small businesses, business owners, and affluent individuals to provide them with customized investment asset allocation, estate planning, and retirement planning strategies. Securities and investment advisory services offered through Royal Alliance Associates, Inc., (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Answer:

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