Focus Planning Group - Crunchbase Company Profile & Funding

Overview

Focus Planning Group

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Focus Planning Group

CB Rank

2426237

Focus Planning Group offers financial planning and investment solutions to high net worth clients.

Founded

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Private

Bayport, New York, United States

1-10

focusplanninggroup.net

Consulting

Financial Services

Retirement

Tax Consulting

Wealth Management

Details

Legal Name

Focus Planning Group, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

1 (631) 714-6869

Contact Email

joseph.carbone@focusplanninggroup.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Full-Service Financial Planning and Investment Management

Comprehensive financial planning and investment management services for clients with investable assets starting at $350,000, including retirement planning, tax strategies, Social Security timing, estate planning, and insurance consulting.

Focus On Retirement Blueprint Plan

A one-time retirement planning service that breaks down complex retirement topics into actionable steps, covering spending, tax minimization, Social Security benefits timing, and legacy planning.