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Gathering insights about The Planning Group of Scottsdale, LLC…

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The Planning Group of Scottsdale, LLC Tech Stack

The Planning Group of Scottsdale, LLC uses 1 technology products and services including Microsoft 365, and more. Explore The Planning Group of Scottsdale, LLC's tech stack below.

Microsoft 365
Email

Media & News

The Planning Group of Scottsdale, LLC's Email Address Formats

The Planning Group of Scottsdale, LLC uses at least 1 format(s):

The Planning Group of Scottsdale, LLC Email Formats	Example	Percentage
First@theplanninggroup.com	John@theplanninggroup.com	50%
FirstL@theplanninggroup.com	JohnD@theplanninggroup.com	25%
FirstLast@theplanninggroup.com	JohnDoe@theplanninggroup.com	13%
First.Last@theplanninggroup.com	John.Doe@theplanninggroup.com	12%

Frequently Asked Questions

Where is The Planning Group of Scottsdale, LLC's headquarters located?

The Planning Group of Scottsdale, LLC's main headquarters is located at 8800 North Gainey Center Drive Suite 176 Scottsdale, Arizona 85258 United States. The company has employees across 1 continents, including North America.

What is The Planning Group of Scottsdale, LLC's phone number?

You can contact The Planning Group of Scottsdale, LLC's main corporate office by phone at

+1-480-596-****

. 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 The Planning Group of Scottsdale, LLC's official website and social media links?

The Planning Group of Scottsdale, LLC's official website is theplanninggroup.com and has social profiles on LinkedIn.

What is The Planning Group of Scottsdale, LLC's SIC code NAICS code?

The Planning Group of Scottsdale, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does The Planning Group of Scottsdale, LLC have currently?

As of February 2026, The Planning Group of Scottsdale, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Owner: R. J.Bookkeeper: C. M.Wife And Mother: C. D. B.. Explore The Planning Group of Scottsdale, LLC's employee directory with LeadIQ.

What industry does The Planning Group of Scottsdale, LLC belong to?

The Planning Group of Scottsdale, LLC operates in the Financial Services industry.

What technology does The Planning Group of Scottsdale, LLC use?

The Planning Group of Scottsdale, LLC's tech stack includes Microsoft 365.

What is The Planning Group of Scottsdale, LLC's email format?

The Planning Group of Scottsdale, LLC's email format typically follows the pattern of First@theplanninggroup.com. Find more The Planning Group of Scottsdale, LLC email formats with LeadIQ.

The Planning Group of Scottsdale, LLC

Financial ServicesArizona, United States2-10 Employees

The Planning Group is a boutique wealth management firm specializing in active tactical investment management and alternative investments that other advisory firms often neglect.  In today’s market, we focus on making money by not losing money primarily by minimizing risk and reducing volatility.   We have offices in Scottsdale, AZ and Sun City West, AZ.

We remain strictly committed to our core values:

Integrity:     Our commitment is to serve our clients'with the highest level of integrity. 
Trust:          We earn our client's trust by providing objective advice and sound investment solutions. 
Service:      We are dedicated to the nobility of service.

Company Overview

Headquarters: 8800 North Gainey Center Drive Suite 176 Scottsdale, Arizona 85258 United States
Phone number: +1-480-596-****
Website: theplanninggroup.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52 - Finance and Insurance
Employees: 2-10