Where are GOEplan employees located globally?

GOEplan has employees across 1 continents and 1 countries including United States Of America.

How has GOEplan's team size changed over time?

GOEplan's team has grown from approximately 7 to 9 employees based on available data.

GOEplan Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

GOEplan is a financial services firm focused on preventing wealth transfers by helping clients identify opportunities aligned with their personal goals. The team operates as financial representatives and aims to address money that may be leaving clients unknowingly or unnecessarily, providing analysis to support more intentional wealth management. Based in Souderton, Pennsylvania, the company positions itself within the financial services industry by working with individuals and households seeking guidance on retaining and transferring wealth in line with their objectives. The firm is small in size, reflecting its close-knit team structure, and serves a local market from its office at 121 North Main Street. A recent development noted is the organization’s emphasis on opportunity identification tailored to each client’s unique circumstances, without detailing specific products or services beyond wealth transfer prevention and goal-based opportunities.

GOEplan Global Highlights

North America
9

United States Of America
9

GOEplan's Leadership

B. G.
Operations
Mobile Phone
Email
W. A.
Executive
Mobile Phone
Email
T. G.
Goeplan Operations Lead/ Financial Services Professional
Mobile Phone
Email

GOEplan Employee Metrics

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50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from GOEplan

Name

Title

Contact

Location

Last Update

B. G.
Operations
Mobile Phone
Email
Jun 25, 2026
W. A.
Executive
Mobile Phone
Email
Oct 17, 2024
T. G.
Goeplan Operations Lead/ Financial Services Professional
Mobile Phone
Email
Oct 26, 2025

Frequently Asked Questions

What is GOEplan known for?

GOEplan was founded in 2007 operates in the Financial Services industry. Explore GOEplan's company overview page for more information.

What is GOEplan's most common email format?

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

How many employees does GOEplan have currently?

GOEplan has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are GOEplan's key employees and leadership?

As of July 2026, GOEplan's key employees include:

Operations: B. G.
Executive: W. A.
Goeplan Operations Lead/ Financial Services Professional: T. G.

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GOEplan Employee Directory

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