Benefit Planning Group is an insurance and financial services firm focusing on insurance and retirement strategies, wealth creation and wealth management. We offer written financial strategies with a Personal Financial Website. Investment Strategies: Mutual Funds, Investment Advisory, Annuities, IRA, Roth IRA, 401(k) Risk Management: Health Insurance, Life Insurance, Disability Income Protection, Long Term Care Insurance Business Strategies: Group Health Insurance, Business Continuation Solutions, Key Person Coverage Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts, LLC and Benefit Planning Group are separate entities from LPL Financial. www.FINRA.org www.SIPC.org
View Top Employees from Benefit Planning Group Insurance and Wealth Management| Website | http://www.benefitplanninggroup.net |
| Revenue | $760000 |
| Employees | 8 (4 on RocketReach) |
| Address | 2817 Athania Parkway, Metairie, Louisiana 70002, US |
| Phone | (504) 833-3434 |
| Fax | (504) 833-3435 |
| Industry | Financial Services, Insurance |
| SIC | SIC Code 64 Companies, SIC Code 641 Companies |
| NAICS | NAICS Code 5242 Companies, NAICS Code 52429 Companies, NAICS Code 52 Companies, NAICS Code 524298 Companies, NAICS Code 524 Companies |
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Benefit Planning Group Insurance and Wealth Management Questions
The Benefit Planning Group Insurance and Wealth Management annual revenue was $760000 in 2024.
Patrick Taylor is the President of Benefit Planning Group Insurance and Wealth Management.
4 people are employed at Benefit Planning Group Insurance and Wealth Management.
Benefit Planning Group Insurance and Wealth Management is based in Metairie, Louisiana.
The NAICS codes for Benefit Planning Group Insurance and Wealth Management are [5242, 52429, 52, 524298, 524].
The SIC codes for Benefit Planning Group Insurance and Wealth Management are [64, 641].
Top Benefit Planning Group Insurance and Wealth Management Employees
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ViewPatrick Taylor
President at Benefit Planning Group Insurance and Wealth Management
Metairie, Louisiana, United States21
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