TruePlan Employee Directory

Q: How many employees does TruePlan have currently?

TruePlan has approximately 15 employees.

Q: Who are TruePlan's key employees and leadership?

TruePlan's key employees include: President: N. B..

Financial ServicesUnited States11-50 Employees

TruePlan is your trusted guide for retirement plans and employee benefits services.

You’re passionate about your success and so are we. Our dedicated team helps you design and implement retirement and benefits programs for your employees, so they can focus on moving your organization forward.

TruePlan provides customized solutions for your retirement and benefits needs. We are a full-service independent consulting firm, registered investment advisor and broker-dealer.

TruePlan is a marketing name of Healthcare Community Securities Corp., independent broker dealer and member FINRA/SIPC, and a Registered Investment Advisor.

Find TruePlan employees' phone numbers or email addresses

TruePlan Global Highlights

North America
20

United States Of America
19
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

TruePlan's Leadership

N. B.
President
Mobile Phone
Email
B. A. G.
Director, Employee Benefit Sevices
Mobile Phone
Email
R. M.
Senior Director Of Investments
Mobile Phone
Email
K. H.
Director, Retirement Services
Mobile Phone
Email
M. T.
Manager, Client Relationship Management
Mobile Phone
Email
C. G.
Retirement Educator
Mobile Phone
Email
J. B.
Graphic Designer
Mobile Phone
Email
V. B.
Consulting Executive
Mobile Phone
Email

Contact profiles from TruePlan

Name

Title

Contact Info

Location

Last Update

N. B.
President
Mobile Phone
Email
United StatesNew York
Oct 25, 2025
B. A. G.
Director, Employee Benefit Sevices
Mobile Phone
Email
United StatesNew York
Sep 09, 2025
R. M.
Senior Director Of Investments
Mobile Phone
Email
United StatesNew York
Nov 10, 2025
K. H.
Director, Retirement Services
Mobile Phone
Email
United StatesNew York
Oct 23, 2025
M. T.
Manager, Client Relationship Management
Mobile Phone
Email
United StatesNew York
Jul 17, 2025
C. G.
Retirement Educator
Mobile Phone
Email
United StatesNew York
Oct 19, 2025
J. B.
Graphic Designer
Mobile Phone
Email
United KingdomEngland
Oct 21, 2025
V. B.
Consulting Executive
Mobile Phone
Email
United StatesPennsylvania
Oct 16, 2024
K. P.
Account Representative
Mobile Phone
Email
Oct 26, 2025
A. J.
Manager, Client Relationship Management And Retirement Education Supervisor
Mobile Phone
Email
United StatesNew York
Sep 24, 2025

Frequently Asked Questions

What is TruePlan known for?

TruePlan operates in the Financial Services industry. The company's main headquarters is located in One Empire Drive, Rensselaer, NY 12144, US. Explore TruePlan's company overview page for more information.

What is TruePlan's most common email format?

TruePlan employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TruePlan email formats with LeadIQ.

How many employees does TruePlan have currently?

TruePlan has approximately 15 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are TruePlan's key employees and leadership?

As of October 2025, TruePlan's key employees include:

President: N. B.
Director, Employee Benefit Sevices: B. A. G.
Senior Director Of Investments: R. M.
Director, Retirement Services: K. H.
Manager, Client Relationship Management: M. T.

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