360CNP Competitors

Holistic Approach, Cutting Edge Technology Integrated Planning Group is a boutique financial services firm designed to help protect the wealth and accumulate assets of our clients and their families. Sometimes it’s the little things that make us different. Choices define what’s important to us. They make us unique and special. All of your choices have led you to where you are right now. Yet there are still decisions ahead; important financial decisions that can affect you, your family, and your future. We provide advice for people like you . . . . people who know that smart choices can make a big difference. Our dynamic and solution-driven approach is designed to help our clients achieve their financial goals. Our firm engages you, the client, in every step of the decision-making process. We will guide you in identifying what is important to you and your family, we will analyze your current situation and develop a plan that helps you achieve your stated goals. Oftentimes, the financial planning process feels like a one size fits all retail sales experience, rather than a custom-tailored solution. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, (848) 200-7170. Integrated Planning Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC128561(0423)P

Data Consultants Inc. is a Fresno, California based software company. We produce F&I software for automotive dealerships. Specifically, the Grapevine F&I and eF&I automotive dealership desking software. Grapevine F&I and eF&I cover loan and lease finance and insurance calculations.

Insight Management Consultants ("Insight") is a management consulting and technology services firm dedicated to assisting clients who face strategic challenges and opportunities as they pursue sustained competitive success. Insight has gained the reputation as a firm executives look to when experience counts. Each of our professionals has extensive experience managing critical components of corporations. Most have backgrounds partnering within the largest consulting firms in the country. Unlike many firms, Insight does not employ a highly leveraged model, which staffs projects with junior people. Our model recognizes that senior management wants experienced, qualified assistance for their most important projects.