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Gathering insights about Strategic Planning Group

Strategic Planning Group Tech Stack

Strategic Planning Group uses 8 technology products and services including Hotjar, Amazon Web Services, Cloudflare CDN, and more. Explore Strategic Planning Group's tech stack below.

  • Hotjar
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Datadog
    Real User Monitoring
  • Site24x7
    Real User Monitoring
  • HSTS
    Security
  • Cloudflare Bot Management
    Security

Media & News

Strategic Planning Group's Email Address Formats

Strategic Planning Group uses at least 3 format(s):
Strategic Planning Group Email FormatsExamplePercentage
Last.First@pennmutual.comDoe.John@pennmutual.com
64%
First.Last@pennmutual.comJohn.Doe@pennmutual.com
27%
LastFirst@pennmutual.comDoeJohn@pennmutual.com
5%
FLast@pennmutual.comJDoe@pennmutual.com
1%
Last@pennmutual.comDoe@pennmutual.com
1%
LastFir@pennmutual.comDoeJoh@pennmutual.com
1%
FirstLast@pennmutual.comJohnDoe@pennmutual.com
1%
FLast@strategicplanninggroup.comJDoe@strategicplanninggroup.com
67%
First@strategicplanninggroup.comJohn@strategicplanninggroup.com
28%
LFirst@strategicplanninggroup.comDJohn@strategicplanninggroup.com
5%

Frequently Asked Questions

Where is Strategic Planning Group's headquarters located?

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Strategic Planning Group's main headquarters is located at 6000 Fairview Road 1425 Charlotte, North Carolina 28210 United States. The company has employees across 1 continents, including North America.

What is Strategic Planning Group's phone number?

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You can contact Strategic 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 Strategic Planning Group's official website and social media links?

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Strategic Planning Group's official website is strategicplanninggroup.com and has social profiles on LinkedIn.

What is Strategic Planning Group's NAICS code?

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

How many employees does Strategic Planning Group have currently?

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As of March 2026, Strategic Planning Group has approximately 48 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. R.Chief Of Operations: G. H.Chief Of Operations: M. H.. Explore Strategic Planning Group's employee directory with LeadIQ.

What industry does Strategic Planning Group belong to?

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Strategic Planning Group operates in the Financial Services industry.

What technology does Strategic Planning Group use?

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Strategic Planning Group's tech stack includes HotjarAmazon Web ServicesCloudflare CDNFMG SuiteDatadogSite24x7HSTSCloudflare Bot Management.

What is Strategic Planning Group's email format?

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Strategic Planning Group's email format typically follows the pattern of Last.First@pennmutual.com. Find more Strategic Planning Group email formats with LeadIQ.

When was Strategic Planning Group founded?

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Strategic Planning Group was founded in 2018.

Strategic Planning Group

Financial ServicesNorth Carolina, United States11-50 Employees

Strategic Planning Group is evolving!  We’re now part of an elite, unified national organization – 1847Financial.    
Penn Mutual was founded in 1847.  The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.
Our commitment to our financial professionals and clients we serve remains stronger than ever.  
•	1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. 
•	1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices
•	1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets.
We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. 

LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK).  The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd. | Horsham, PA 19044, USA.|800-873-7637, www.htk.com 1847 Financial and Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.


5068342RLB_Oct24

Section iconCompany Overview

Headquarters
6000 Fairview Road 1425 Charlotte, North Carolina 28210 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Strategic Planning Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Strategic Planning Group's revenue is estimated to be in the range of $10M$25M

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