Strategic Planning Group Email Format

Financial ServicesNorth Carolina, United States11-50 Employees

Strategic Planning Group operates in the Financial Services industry and is based in Charlotte, North Carolina. It is now part of 1847Financial, a national network formed to unite Penn Mutual with HTK-affiliated financial professionals under a mutual company framework. In this arrangement, the member firms gain access to resources designed to help build sustainable financial practices and to deliver life insurance and wealth management solutions with a client-focused approach at the local level. The firm serves financial professionals who seek a primary affiliation partner with Penn Mutual and HTK, supported by dedicated business planning and coaching in their local markets. Through 1847Financial, it remains connected to the broader history and principles associated with mutuality.

Sign up for free to view info

Company overview Employee directory