The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small businesses. Our sister company, Spectrum LTC provides insurance planning focusing on Long Term Care and Life Insurance, while Spectrum Mortgage Planning assists clients to integrate their mortgage into their overall financial strategy.
View Top Employees from The Spectrum Planning Group| Website | http://www.spectrumplanninggroup.com |
| Revenue | $1 million |
| Employees | 9 (8 on RocketReach) |
| Founded | 1994 |
| Address | 4730 NW Boca Raton Blvd Ste 100, Boca Raton, Florida 33431, US |
| Phone | (561) 982-0001 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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The Spectrum Planning Group Questions
The The Spectrum Planning Group annual revenue was $1 million in 2024.
CMPS Hedy Perper is the Vice President Operations of The Spectrum Planning Group.
8 people are employed at The Spectrum Planning Group.
The Spectrum Planning Group is based in Boca Raton, Florida.
The NAICS codes for The Spectrum Planning Group are [52, 523, 5239, 52393].
The SIC codes for The Spectrum Planning Group are [62, 628].
Top The Spectrum Planning Group Employees
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ViewCMPS Hedy Perper
Vice President Operations at The Spectrum Planning Group
West Palm Beach, Florida, United States1 -
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Margaret Pulecio
Financial Services Coordinator at The Spectrum Planning Group
West Palm Beach, FL, US11 -
View
Kira Overly
Securities Client Service Associate at The Spectrum Planning Group
West Palm Beach, FL, US31 -
ViewEdward Ostrowski
Certified Financial Planner at The Spectrum Planning Group
Boynton Beach, FL, US11
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