Executive Planning Group Information

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Executive Planning Group contains an ensemble of professionals with expertise ranging from wealth accumulation and management, through business leadership management and transition, to wealth and business transfer. Our team is particularly adept in addressing the unique needs of business owners, physicians, and executives. We use a multi-disciplinary approach and work with your other advisors to provide you with comprehensive financial solutions. Among the EPG partners are a significant number of professional credentials, degrees, and professional memberships. We take ongoing professional education seriously to better serve our clients. https://www.epgservices.com/licensing SECURITIES, INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC

Website	https://www.epgservices.com/licensing
Revenue	$21.8 million
Employees	14 (7 on RocketReach)
Address	100 Sterling Parkway Suite 307, Mechanicsburg, Pennsylvania 17050, US
Phone	+1 717-791-3300
Industry	Financial Services, Finance General, Finance
Keywords	Financial Services, Wealth Management, Financial Planning, Business Transition, Business Ownership Transition, Wealth Transfer, Estate Planning, Business Succession, Executive Coaching, Leadership Consulting, Retirement Planning, Investment Management, Financial Advisory, Business Consulting, Wealth Advisory, Family Office Services, Mergers And Acquisitions, Business Valuation, Tax Planning, Risk Management
Competitors	Liberty Financial, Cobblestone Financial Services, Boston Retirement Group, Wienken Wealth Management, Strata Financial Services (view competitors)
SIC	SIC Code 64 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies