Asset Planning Group, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Asset Planning Group Inc was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available for each of our clients, and to help create financial stability and security to provide financial independence. 

Securities and investment management advisory services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC
Financial Planning advisory services offered through Franklin A. Banfer, CFP a Pennsylvania Registered Investment Advisor.
Franklin A. Banfer, CFP, Asset Planning Group, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Find Asset Planning Group, LLC employees' phone numbers or email addresses

Asset Planning Group, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Asset Planning Group, LLC's Leadership

  • Stylized image of a person
    F. B.
    President
    Phone icon
  • Stylized image of a person
    H. K.
    President
    Phone icon

Contact profiles from Asset Planning Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. B.
    President
    Phone icon
    United StatesPennsylvania
    Oct 21, 2024
  • Stylized image of a person
    H. K.
    President
    Phone icon
    United StatesFlorida
    Oct 23, 2024

Frequently Asked Questions

What is Asset Planning Group, LLC known for?

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Asset Planning Group, LLC was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 139 Clinton St, Johnstown, Pa 15901, US; you can contact the main corporate office by phone at . Explore Asset Planning Group, LLC's company overview page for more information.

What is Asset Planning Group, LLC's most common email format?

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Asset Planning Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Asset Planning Group, LLC email formats with LeadIQ.

How many employees does Asset Planning Group, LLC have currently?

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Asset Planning Group, LLC has approximately 2 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Asset Planning Group, LLC's key employees and leadership?

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As of October 2025, Asset Planning Group, LLC's key employees include:

  • President: F. B.
  • President: H. K.

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