Madison Planning Group Employee Directory

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

Find Madison Planning Group employees' phone numbers or email addresses

Madison Planning Group Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Madison Planning Group's Leadership

  • Stylized image of a person
    M.
    Coo
    Phone icon
  • Stylized image of a person
    B. S.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    A. S.
    Partner
    Phone icon
  • Stylized image of a person
    R. O.
    Vice President
    Phone icon
  • Stylized image of a person
    M. L.
    Vice President
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  • Stylized image of a person
    J. D.
    Vp
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  • Stylized image of a person
    T. F.
    Regional Vice President
    Phone icon
  • Stylized image of a person
    J. D.
    Vice President
    Phone icon

Madison Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Madison Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Partner
    Phone icon
    United StatesNorth Carolina
    Nov 10, 2025
  • Stylized image of a person
    B. S.
    Chief Operating Officer
    Phone icon
    United StatesNew York
    Feb 06, 2026
  • Stylized image of a person
    M.
    Coo
    Phone icon
    United StatesNew York
    Sep 11, 2025
  • Stylized image of a person
    R. O.
    Vice President
    Phone icon
    United StatesNew York
    Nov 15, 2025
  • Stylized image of a person
    M. L.
    Vice President
    Phone icon
    United StatesNew York
    Oct 25, 2025
  • Stylized image of a person
    J. D.
    Vp
    Phone icon
    United StatesNew York
    Sep 09, 2025
  • Stylized image of a person
    T. F.
    Regional Vice President
    Phone icon
    United StatesFlorida
    Feb 06, 2026
  • Stylized image of a person
    J. D.
    Vice President
    Phone icon
    United States
    Aug 08, 2025
  • Stylized image of a person
    R. O.
    Vice President
    Phone icon
    United StatesNew York
    Aug 12, 2025
  • Stylized image of a person
    G. K.
    Assistant Director Of New Business
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Madison Planning Group known for?

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Madison Planning Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 10 New King Street Suite 104 White Plains, New York 10604 United States; you can contact the main corporate office by phone at . Explore Madison Planning Group's company overview page for more information.

What is Madison Planning Group's most common email format?

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

How many employees does Madison Planning Group have currently?

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Madison Planning Group has approximately 17 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Madison Planning Group's key employees and leadership?

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As of February 2026, Madison Planning Group's key employees include:

  • Coo: M.
  • Chief Operating Officer: B. S.
  • Partner: A. S.
  • Vice President: R. O.
  • Vice President: M. L.

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