Perry Planning Group was created to provide experience in the areas of financial services, investment management, and risk management to our clients. Our formula is simple. First, and foremost, we take time to get to know our clients. As Advisory Representatives of Lincoln Financial Securities, our professionals gather as much information as our clients feel comfortable providing us about their family, finances, goals, risk tolerance or any other information that will help us create what we believe to be the most suitable plan for them. We take that information and thoughtfully create a holistic financial plan. With our assistance, we strive to help our clients implement all aspects of the plan. After the plan is implemented, we continually monitor whether or not the plan continues to meet our clients goals. This process is ongoing and requires us to stay in close contact with our clients throughout their lives. We look forward to getting to know you. We will always strive to know every pertinent aspect that we can about our clients and the most current changes that are occurring in their lives. Our professionals offer planning recommendations and the ongoing management of our clients investment accounts will be based upon the most current information we can obtain about our clients. We want our clients to always feel comfortable calling us for all of their financial needs and partnering with us to find what we all believe to be the most suitable solutions based on the goals of our clients. The main principle of our professionals is to provide recommendations and services to our clients that are based upon a thorough understanding of our clients total financial picture relative to their financial goals. Please email us, contact us through our website, or call us at (919) 210-0970 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information ...
| Website | http://www.perryplanning.com |
| Revenue | $4 million |
| Employees | 1 (1 on RocketReach) |
| Address | 4000 Westchase Blvd Ste 300, Raleigh, North Carolina 27607, US |
| Phone | +1 919-210-0970 |
| Fax | (919) 573-7323 |
| Industry | Finance General, Finance |
| Competitors | Deloitte, PwC, Accenture, EY, McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, Grant Thornton LLP (US), KPMG Deutschland +38 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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Perry Planning Group Questions
The Perry Planning Group annual revenue was $4 million in 2026.
1 people are employed at Perry Planning Group.
Perry Planning Group is based in Raleigh, North Carolina.
The NAICS codes for Perry Planning Group are [5239, 523, 52393, 52].
The SIC codes for Perry Planning Group are [62, 628].
