The Financial Planning Group Email Format

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.

Sign up for free to view info

Company overview Employee directory