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Browse Pivotal Planning Group, LLC's employee directory (about 11 employees) and reveal verified emails free.
Pivotal Planning Group, LLC's most common email format is FLast@pivotalplanning.com (ex. JDoe@pivotalplanning.com), used for 67% of pivotalplanning.com addresses. Pivotal Planning Group, LLC uses 2 email patterns.
| Format | Example | Share of pivotalplanning.com |
|---|---|---|
| FLast@pivotalplanning.comMost common | JDoe@pivotalplanning.com | |
| LFirst@pivotalplanning.com | DJohn@pivotalplanning.com |
Browse Pivotal Planning Group, LLC's employee directory (about 11 employees) and reveal verified emails free.
Financial ServicesNew York, United States11-50 Employees
Pivotal Planning Group, LLC is a registered investment adviser and fiduciary serving 401(k) and retirement plans. The firm concentrates on personal financial planning alongside retirement plan consulting, providing education, prudent planning, and unbiased advice to individuals, plan sponsors, and trustees. Based in Melville, New York, it is privately owned and independent, positioning itself to avoid conflicts of interest commonly associated with larger financial institutions. The company emphasizes its commitment to acting as a fiduciary for every client to ensure recommendations remain objective and in clients' best interests. In May 2021, Pivotal Planning Group announced a merger with Procyon Partners.
Most common format
FLast@pivotalplanning.com
Example: JDoe@pivotalplanning.com
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