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Financial Advisor
Massachusetts
Wellesley
STRATEGIC PLANNING GROUP, INC.

STRATEGIC PLANNING GROUP, INC.

Tel: 781-444-9010 57 River Street #306 Wellesley, Massachusetts 02481

About STRATEGIC PLANNING GROUP, INC.

STRATEGIC PLANNING GROUP, INC. is a Wellesley, Massachusetts based financial advisory firm with nearly $184,073,567 in assets under management and provides investment advisory services for 722 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

124855

Firm SEC#:

801-72178

Assets Under Management:

$184,073,567

No. of Clients:

722

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

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