Insights

Customer-Centric Approach LG Planning Group emphasizes building deep, long-lasting relationships with clients through personalized service, understanding client needs, and fostering a 'client is family' philosophy. This client-focused culture presents an opportunity to offer tailored insurance, risk management, and financial solutions that deepen customer loyalty and drive cross-sell potential.

Technology Integration The company leverages integrated technology stacks such as HubSpot, Microsoft 365, and Google Fonts, indicating a progressive approach to data analytics and client engagement. Offering advanced digital solutions or tech-enabled insurance products could resonate well with their operational ethos and client base.

Growth Potential With a revenue range of 25 to 50 million dollars and over five decades of industry experience, LG Planning Group is positioned for expansion, especially in risk management and financial planning areas. Strategic partnerships or service enhancements could support their growth trajectory and improve market competitiveness.

Industry Focus Specializing in group health and dental plans within the insurance industry, the company presents opportunities for innovative health and wellness benefits, such as telehealth or personalized health analytics solutions, aligning with their focus on client safety and future security.

Employee Engagement Operating with a small team of 2 to 10 employees, LG Planning Group might benefit from scalable technology, training, and support services that enhance operational efficiency and foster continued high-quality client service, creating a compelling sales pitch for scalable business solutions.

LG Planning Group Tech Stack

LG Planning Group uses 8 technology products and services including HubSpot Analytics, Unpkg, Microsoft 365, and more. Explore LG Planning Group's tech stack below.

  • HubSpot Analytics
    Analytics
  • Unpkg
    Content Delivery Network
  • Microsoft 365
    Email
  • SendGrid
    Email Delivery
  • Google Fonts API
    Font Scripts
  • HubSpot
    Marketing Automation
  • HSTS
    Security
  • Bootstrap
    UI Frameworks

Media & News

LG Planning Group's Email Address Formats

LG Planning Group uses at least 1 format(s):
LG Planning Group Email FormatsExamplePercentage
First@lgplanninggroup.comJohn@lgplanninggroup.com
100%

Frequently Asked Questions

Where is LG Planning Group's headquarters located?

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LG Planning Group's main headquarters is located at 445 Broadhollow Road Suite 119 Melville, New York 11747 United States. The company has employees across 2 continents, including North AmericaAsia.

What is LG Planning Group's official website and social media links?

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LG Planning Group's official website is lgplanninggroup.com and has social profiles on LinkedIn.

What is LG Planning Group's NAICS code?

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LG Planning Group's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does LG Planning Group have currently?

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As of June 2026, LG Planning Group has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Chief Operations Officer: S. B.Managing Partner: M. J. G.Managing Partner: M. G.. Explore LG Planning Group's employee directory with LeadIQ.

What industry does LG Planning Group belong to?

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LG Planning Group operates in the Insurance industry.

What technology does LG Planning Group use?

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LG Planning Group's tech stack includes HubSpot AnalyticsUnpkgMicrosoft 365SendGridGoogle Fonts APIHubSpotHSTSBootstrap.

What is LG Planning Group's email format?

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LG Planning Group's email format typically follows the pattern of First@lgplanninggroup.com. Find more LG Planning Group email formats with LeadIQ.

LG Planning Group

InsuranceNew York, United States2-10 Employees

IT'S BEEN OVER 50 YEARS since LG Planning Group began our journey into the world of insurance specializing in group health and dental plans. Although the industry has drastically changed and our areas of expertise have expanded into Risk Management and Financial Planning, one thing has remained the same…service, relationship building, compassion and understanding our clients needs is more than what we do, it’s who we are.

As Gary Levine and Matt Glazer, Managing Partners at LG Planning Group, put it, “Its not just one thing that makes LG Planning Group stand out, it’s the blending of expertise, client support, integrated technology, and understanding of our clients goals that allows us build deep relationships that last rather than just on-boarding clients we serve. “ At LG Planning Group we don’t believe that client satisfaction is the main benchmark of success. We believe that client satisfaction coupled with ensuring that our clients, their employees, their families, their assets and their futures are safe and secure more completely encapsulates what we are trying to achieve.

It’s with this “the client is family” philosophy in mind that LG Planning Group, and our partners, move forward implementing our vision, to integrate data, analytics and technology, and do it all with a human touch.

Section iconCompany Overview

Headquarters
445 Broadhollow Road Suite 119 Melville, New York 11747 United States
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    LG Planning Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    LG Planning Group's revenue is estimated to be in the range of $25M$50M

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