Insights

Market Position Madison Planning Group operates in a competitive financial advisory space alongside major firms like Fidelity and Charles Schwab, presenting opportunities to offer tailored software solutions or partnerships that enhance client engagement and operational efficiency.

Client Focus With an emphasis on personalized financial guidance and education, there is potential to introduce advanced client communication tools, educational platforms, or digital engagement solutions to improve client retention and satisfaction.

Technology Adoption The company's tech stack includes cloud services and digital platforms, indicating openness to digital transformation projects, cybersecurity enhancements, or data management solutions to support their growth and compliance needs.

Revenue Scope Having a revenue range of 25 million to 50 million suggests room for scalable products or services that can help optimize operations, streamline client onboarding, or expand advisory capabilities within their financial services niche.

Growth Opportunities As a smaller firm with a dedicated team and a comprehensive service portfolio, Madison Planning Group may benefit from targeted growth strategies such as cross-selling financial products or expanding into niche markets through partnerships or innovative fintech integrations.

Madison Planning Group Tech Stack

Madison Planning Group uses 8 technology products and services including Amazon S3, Cloudflare, Drupal, and more. Explore Madison Planning Group's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Drupal
    Content Management System
  • FMG Suite
    Content Marketing
  • Lightbox
    Javascript Libraries
  • HSTS
    Security
  • Nginx
    Web Servers
  • Facebook
    Widgets

Media & News

Madison Planning Group's Email Address Formats

Madison Planning Group uses at least 1 format(s):
Madison Planning Group Email FormatsExamplePercentage
FLast@madisonplanning.comJDoe@madisonplanning.com
84%
Last@madisonplanning.comDoe@madisonplanning.com
12%
First.Last@madisonplanning.comJohn.Doe@madisonplanning.com
4%

Frequently Asked Questions

Where is Madison Planning Group's headquarters located?

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Madison Planning Group's main headquarters is located at 10 New King Street Suite 104 White Plains, New York 10604 United States. The company has employees across 1 continents, including North America.

What is Madison Planning Group's phone number?

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You can contact Madison Planning Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

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Madison Planning Group's official website is madisonplanning.com and has social profiles on LinkedIn.

What is Madison Planning Group's NAICS code?

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Madison Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does Madison Planning Group have currently?

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As of April 2026, Madison Planning Group has approximately 17 employees across 1 continents, including North America. Key team members include Coo: M.Chief Operating Officer: B. S.Partner: A. S.. Explore Madison Planning Group's employee directory with LeadIQ.

What industry does Madison Planning Group belong to?

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Madison Planning Group operates in the Financial Services industry.

What technology does Madison Planning Group use?

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Madison Planning Group's tech stack includes Amazon S3CloudflareDrupalFMG SuiteLightboxHSTSNginxFacebook.

What is Madison Planning Group's email format?

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Madison Planning Group's email format typically follows the pattern of FLast@madisonplanning.com. Find more Madison Planning Group email formats with LeadIQ.

When was Madison Planning Group founded?

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Madison Planning Group was founded in 1997.

Madison Planning Group

Financial ServicesNew York, United States11-50 Employees

www.Facebook.com/MadisonPlanning

Financial Planning and Advisory Services

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our goal is to not only have our clients find our team members knowledgeable, but also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 800 222 2091.

"Madison Planning Group has helped prepare thousands of individuals and businesses to navigate the eventualities of life. We offer a comprehensive portfolio of products and services, matched with keen ability to recognize and respond to changing market conditions. By providing thoughtful, targeted solutions to business, personal, estate and retirement needs, we hope this has earned us the confidence of our clients—and helped them attain their unique goals."

Securities offered through Registered Representatives of Cambridge Investment Research Inc., a brokerdealer, member FINRA/SIPC. Advisory services through Madison Advisory Services, Inc., a Registered Investment Adviser. Cambridge and Madison Planning Group, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites

Section iconCompany Overview

Headquarters
10 New King Street Suite 104 White Plains, New York 10604 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

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