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Madison Planning Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

Madison Planning Group operates in the financial services sector, providing financial planning and advisory services to individuals and businesses. The firm emphasizes a practical, hands-on approach to guidance, focusing on helping clients understand their current financial situation, identify prudent steps, and stay disciplined in pursuing their goals.

Based in White Plains, New York, the company notes that it has helped thousands of individuals and businesses navigate life's eventualities through a broad range of financial solutions addressing business, personal, estate, and retirement needs. Securities are offered through Cambridge Investment Research Inc., a broker-dealer registered with FINRA/SIPC, while advisory services are provided by Madison Advisory Services, Inc., a Registered Investment Adviser. Cambridge Investment Research Inc. and Madison Planning Group, Inc. are not affiliated.

Find Madison Planning Group employees' phone numbers or email addresses

Madison Planning Group Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    24

Madison Planning Group's Leadership

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

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
    J. F.
    Regional Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    N. M.
    Director Of New Business
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. F.
    Financial Planner/Wealth & Risk Management
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    S. A.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Nov 18, 2025
  • Stylized image of a person
    A. K.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 23, 2025
  • Stylized image of a person
    E. A. A. M. P. G.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Sep 13, 2024
  • Stylized image of a person
    J. A.
    Executive Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    L. G.
    Executive Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 06, 2023

Frequently Asked Questions

What is Madison Planning Group known for?

Minus sign iconPlus sign iconMadison 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
+1-914-328-****
. Explore Madison Planning Group's company overview page for more information.

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

Minus sign iconPlus sign iconMadison 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?

Minus sign iconPlus sign iconMadison Planning Group has approximately 17 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of June 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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