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Gathering insights about The Financial Planning Group

The Financial Planning Group Tech Stack

The Financial Planning Group uses 8 technology products and services including Cloudflare, Open Graph, oEmbed, and more. Explore The Financial Planning Group's tech stack below.

  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Twitter
    Widgets

The Financial Planning Group's Email Address Formats

The Financial Planning Group uses at least 1 format(s):
The Financial Planning Group Email FormatsExamplePercentage
First.Last@thefinancialplanninggroup.comJohn.Doe@thefinancialplanninggroup.com
25%
First@thefinancialplanninggroup.comJohn@thefinancialplanninggroup.com
25%
FirstLast@thefinancialplanninggroup.comJohnDoe@thefinancialplanninggroup.com
25%
First.Last@thefinancialplanninggroup.comJohn.Doe@thefinancialplanninggroup.com
25%

Frequently Asked Questions

What is The Financial Planning Group's official website and social media links?

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The Financial Planning Group's official website is thefinancialplanninggroup.com and has social profiles on LinkedIn.

What is The Financial Planning Group's NAICS code?

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

How many employees does The Financial Planning Group have currently?

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As of December 2025, The Financial Planning Group has approximately 14 employees across 2 continents, including North AmericaEurope. Key team members include Owner: D. M.Client Relationship Manager: E. S.Certified Financial Planner™ Professional: J. H.. Explore The Financial Planning Group's employee directory with LeadIQ.

What industry does The Financial Planning Group belong to?

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The Financial Planning Group operates in the Financial Services industry.

What technology does The Financial Planning Group use?

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The Financial Planning Group's tech stack includes CloudflareOpen GraphoEmbedShopifyFont AwesomejQuery MigrateModernizrTwitter.

What is The Financial Planning Group's email format?

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

When was The Financial Planning Group founded?

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The Financial Planning Group was founded in 2009.

The Financial Planning Group

Financial ServicesGeorgia, United States11-50 Employees

The Financial Planning Group is an independent financial services practice with a simple business philosophy -- Combine Professional Financial Advice with The Golden Rule. 

As clients, you will have access to a qualified advisor to help you through the maze of investing and financial planning strategies and you will be treated in the same way that we ourselves would like to be treated.

The Financial Planning Group was established in 2009 by Founder & President Jon Monsour.  With 20+ years experience and guided by life's Golden Principle, we're confident we will earn your trust.  ADD to that -- strategic partnerships with Charles Schwab, and Fidelity  --- you are in good hands.

Securities and Advisory Services offered through United Planners Financial Services. Member FINRA/SIPC. TFPG and UP are not affiliated.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    The Financial Planning Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    The Financial Planning Group's revenue is estimated to be in the range of $1M$10M

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