What is Northwest Planning Inc.'s NAICS code?

Northwest Planning Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Retirement Growth Northwest Planning has evolved into a premier retirement planning organization with coast-to-coast reach, creating an opportunity to partner on scalable planning tools, white-label marketing services, and advisor education programs to accelerate client acquisition and practice growth.

Lean Ops Security With a small team, NPI could benefit from automation, a unified CRM, and security/compliance solutions to improve efficiency, client data protection, and onboarding as they expand services nationwide.

Tech Modernization The current tech stack—custom CMS and basic website tools—may constrain growth; opportunities exist to modernize with an integrated CRM, marketing automation, secure hosting, and analytics to improve lead capture and performance measurement.

Strategic Partnerships NPI’s niche in long-term care marketing and retirement planning makes it a strong candidate for strategic partnerships or white-label arrangements with larger brokerages or RIAs seeking specialty capabilities and broader distribution.

Client Experience Investing in digital client onboarding, portals, and e-signature workflows can streamline service delivery, boost client satisfaction, and enable scalable advisory relationships while supporting advisor training and engagement.

Northwest Planning Inc. Tech Stack

Northwest Planning Inc. uses 8 technology products and services including Google Cloud CDN, Concrete CMS, Wix, and more. Explore Northwest Planning Inc.'s tech stack below.

Google Cloud CDN

Content Delivery Network

Concrete CMS

Content Management System

Wix

Content Management System

Sirvoy

Hotel Management

Google Cloud

Infrastructure As A Service

Lodash

Javascript Libraries

HSTS

Security

HTTP/3

Web & Portal Technology

Northwest Planning Inc. Email Formats	Example	Percentage
First@northwestplanning.net	John@northwestplanning.net	100%

Northwest Planning Inc. Email Formats

Example

Percentage

First@northwestplanning.net

John@northwestplanning.net

100%

Frequently Asked Questions

Where is Northwest Planning Inc.'s headquarters located?

Northwest Planning Inc.'s main headquarters is located at 6404 North Monroe Street Spokane, Washington 99208 United States. The company has employees across 1 continents, including North America.

What is Northwest Planning Inc.'s phone number?

You can contact Northwest Planning Inc.'s main corporate office by phone at

+1-509-324-****

. 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 Northwest Planning Inc.'s official website and social media links?

Northwest Planning Inc.'s official website is northwestplanning.net and has social profiles on LinkedIn.

What is Northwest Planning Inc.'s SIC code NAICS code?

Northwest Planning Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Northwest Planning Inc. have currently?

As of May 2026, Northwest Planning Inc. has approximately 8 employees across 1 continents, including North America. Key team members include President: B. L.Client Relations Manager: T. A.V.P. Of Operations: D. M. A.. Explore Northwest Planning Inc.'s employee directory with LeadIQ.

What industry does Northwest Planning Inc. belong to?

Northwest Planning Inc. operates in the Financial Services industry.

What technology does Northwest Planning Inc. use?

Northwest Planning Inc.'s tech stack includes Google Cloud CDNConcrete CMSWixSirvoyGoogle CloudLodashHSTSHTTP/3.

What is Northwest Planning Inc.'s email format?

Northwest Planning Inc.'s email format typically follows the pattern of First@northwestplanning.net. Find more Northwest Planning Inc. email formats with LeadIQ.

When was Northwest Planning Inc. founded?

Northwest Planning Inc. was founded in 1992.

Northwest Planning Inc.

Q: How many employees does Northwest Planning Inc. have currently?

Northwest Planning Inc. has approximately 8 employees.

Q: What technology does Northwest Planning Inc. use?

Northwest Planning Inc.'s tech stack includes TinyMCE, Google Cloud CDN, jQuery, Polyfill, Sentry.

Financial ServicesWashington, United States2-10 Employees

Northwest Planning Inc. is a financial services firm based in Spokane, Washington, founded in 1992 by Bruce A. Longmeier. It started by offering long-term care products and guidance to agents and clients in the Northwest, and by 2000 it had expanded to serve a national audience as a long-term care insurance marketing organization. In the last decade, the company broadened its focus to retirement planning, leveraging its hands-on experience to help other advisors build thriving practices.

Operating in the financial services industry, it concentrates on retirement planning and related advisory activities with a practical, experience-based approach. Its client base includes other advisors and their clients, and the firm maintains a small, focused team based in Spokane while extending its services beyond the Northwest.

Insights

Similar companies to Northwest Planning Inc.

Northwestern Mutual

Edelman Financial Engines

Personal Capital

Merrill Lynch

Morgan Stanley

Financial Engines