Insights

Strategic M&A Recent merger with Longwave Financial expands scale and footprint, creating cross-sell opportunities for retirement planning, investment advisory, and insurance integration with existing clients.

Integrated Solutions Sister firms focus on Long Term Care, Life Insurance, and mortgage integration; potential to upsell comprehensive financial planning packages combining retirement, estate, and debt management.

Mid-Market Focus Small team size with $10–$25M revenue suggests high-quality personalized service; target firms seeking boutique planning with scalable tech-enabled capabilities.

Tech Enablement Stack includes Cloud, React, Google Fonts, Bootstrap and security tools; leverage digital onboarding and client portals to improve efficiency and attract more affluent clients.

Growth Readiness Recent leadership changes and regional emphasis on Puget Sound present a window for regional expansions, partnerships, and referral networks with synergistic advisors and lenders.

The Spectrum Planning Group Tech Stack

The Spectrum Planning Group uses 8 technology products and services including Store Vantage, Google Fonts API, Google Cloud, and more. Explore The Spectrum Planning Group's tech stack below.

Store Vantage

Appointment Scheduling

Google Fonts API

Font Scripts

Google Cloud

Infrastructure As A Service

React

Javascript Frameworks

Priority Hints

Performance

reCAPTCHA

Security

Bootstrap

UI Frameworks

YouTube

Video Players

The Spectrum Planning Group Email Formats	Example	Percentage
FLast@spectrumplanninggroup.com	JDoe@spectrumplanninggroup.com	100%

The Spectrum Planning Group Email Formats

Example

Percentage

FLast@spectrumplanninggroup.com

JDoe@spectrumplanninggroup.com

100%

Frequently Asked Questions

What is The Spectrum Planning Group's phone number?

You can contact The Spectrum Planning Group's main corporate office by phone at

+1-314-822-****

. 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 Spectrum Planning Group's official website and social media links?

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

How much revenue does The Spectrum Planning Group generate?

As of July 2026, The Spectrum Planning Group's annual revenue is estimated to be $10M - $25M.

What is The Spectrum Planning Group's NAICS code?

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

How many employees does The Spectrum Planning Group have currently?

As of July 2026, The Spectrum Planning Group has approximately 9 employees across 1 continents, including North America. Key team members include Vp Operations: H. P.Senior Strategist: D. M.Financial Services Coordinator: M. P.. Explore The Spectrum Planning Group's employee directory with LeadIQ.

What industry does The Spectrum Planning Group belong to?

The Spectrum Planning Group operates in the Financial Services industry.

What technology does The Spectrum Planning Group use?

The Spectrum Planning Group's tech stack includes Store VantageGoogle Fonts APIGoogle CloudReactPriority HintsreCAPTCHABootstrapYouTube.

What is The Spectrum Planning Group's email format?

The Spectrum Planning Group's email format typically follows the pattern of FLast@spectrumplanninggroup.com. Find more The Spectrum Planning Group email formats with LeadIQ.

When was The Spectrum Planning Group founded?

The Spectrum Planning Group was founded in 1994.

The Spectrum Planning Group

Q: How many employees does The Spectrum Planning Group have currently?

The Spectrum Planning Group has approximately 9 employees.

Q: What technology does The Spectrum Planning Group use?

The Spectrum Planning Group's tech stack includes X-Content-Type-Options, Google Cloud, Wix, Sirvoy, WordPress.com.

Q: What is The Spectrum Planning Group's NAICS code?

The Spectrum Planning Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States2-10 Employees

The Spectrum Planning Group is a small financial planning practice based in Boca Raton, Florida, offering retirement planning and investment advisory services. It serves individuals, families, and small businesses, helping them address long-term financial goals and wealth management needs. The firm works alongside related units focused on insurance planning, covering long-term care and life insurance, and mortgage integration within overall financial strategy.

Its services combine retirement, investments, insurance considerations, and mortgage planning to inform clients' financial decisions. The client base comprises individuals, families, and small business owners seeking structured guidance within the financial services industry. Additional information about the firm is available on its website, spectrumplanninggroup.com.

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