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Equity Planning Group Logo
Equity Planning Group CB Rank
1105565
Heat Score
57
Equity Planning Group specializes in financial planning, investments, retirement benefits, taxation and insurance services.
Founded
obfuscation
Private Toledo, Ohio, United States1-10 www.equitypg.com
Advice
Finance
Financial Services
Insurance
Retirement
Wealth Management
Overview

Equity Planning Group
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Equity Planning Group

CB Rank
1105565
Equity Planning Group specializes in financial planning, investments, retirement benefits, taxation and insurance services.
Founded
obfuscation
Private Toledo, Ohio, United States1-10 www.equitypg.com
Advice
Finance
Financial Services
Insurance
Retirement
Wealth Management

Details

Legal Name Equity Planning Group Inc
Operating Status Active
Company Type For Profit
Phone Number +1 419-842-3300
Contact Email cjoseph@equitypg.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Assists individuals, families, and business owners in selecting investment products and account types to align with their financial goals.
Employer-Sponsored Retirement Plans
Offers retirement plans for organizations, including employee education and compliance support to reduce fiduciary risks.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 6
News
Technology
View Tech Report

IT Spend

$145.6KThis year, Equity Planning Group is projected to spend $145.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Money Back Guarantee Logo
Money Back Guarantee
90
Laptop Shortage Logo
Laptop Shortage
84
Brand Ambassadors Logo
Brand Ambassadors
84

Active Website Tech Count

33Equity Planning Group is actively using 33 technologies for its website, according to BuiltWith. These include SSL by Default, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Equity Planning Group's headquarters? Equity Planning Group is located in Toledo, Ohio, United States.Who are Equity Planning Group's competitors? Alternatives and possible competitors to Equity Planning Group may include Charles Schwab, Ameriprise Financial, and  Fidelity Investments.
Who We Are
What We Do
Helpful Links
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