As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds. Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional , Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also offer Coverdell Educational Savings Accounts and Health Savings Accounts. We also provide a single point of contact, a Client Relationship Specialist, who supervises the delivery of excellent service from a highly experienced, multidisciplinary team of specialists. Our Client Relationship Specialists truly understand your unique needs as a Self-Directed investor and all having backgrounds in financial services with a wide range of experience gives you more personalized attention to attain your specific goals. Offering no investment advice or promoting any investments, we are an independent, passive administrator offering you unparalleled service and support with a simplified fee structure. Our fees are clearly detailed allowing you to easily see the superior value provided by choosing us as your retirement savings partner. Online access to your account information allows you to monitor your account anytime, whenever it’s convenient for you. (855) 604-7526 (440) 484-5566 info@iplangroup.com www.iPlanGroup.com
View Top Employees from iPlanGroupWebsite | http://www.iplangroup.com |
Revenue | $8 million |
Employees | 13 (13 on RocketReach) |
Founded | 2011 |
Address | 28011 Clemens Road Suite B, Westlake, Ohio 44145, US |
Phone | (440) 484-5566 |
Fax | (440) 815-2214 |
Technologies |
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Industry | Financial Services, Finance General, Self Directed IRA, Finance, Self Directed Roth, Simple IRA, SEP IRA, Alternative Investing, Non-Traditional Investing, Real Estate Investments, Non-Traditional Investments, Entity Investments, Promissory Notes, Real Estate, Tax Liens, Roth IRA, Coverdell, HSA, CESA |
Web Rank | 14 Million |
Keywords | Iplan Financial Group Llc, Iplangroup |
SIC | SIC Code 67 Companies, SIC Code 673 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523991 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular iPlanGroup employee's phone or email?
The iPlanGroup annual revenue was $8 million in 2024.
Eric Hernandez is the Business Development Director of iPlanGroup.
13 people are employed at iPlanGroup.
iPlanGroup is based in Westlake, Ohio.
The NAICS codes for iPlanGroup are [52, 52399, 523991, 523, 5239].
The SIC codes for iPlanGroup are [67, 673].