Financial Planning Group Inc. (the)
Financial Planning Group Inc. (the) (CRD# 129894) is a financial advisory firm headquartered in Scotch Plains, NJ. They manage $2,500,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Planning Group Inc. (the)
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$138,889
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Financial Planning Group Inc. (the)
1
Robert Bonavito (CRD# 5139414) is an Investment Advisor Representative working at Financial Planning Group Inc. (the) in Scotch Plains, NJ and has 1 year of experience in the finance industry.
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