Retirement Plan Consulting Group Overview
- Year Founded
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2016
- Status
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Acquired/Merged
- Employees
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6
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
Retirement Plan Consulting Group General Information
Description
Provider of wealth management services intended for retirement income preparation. The company offers financial literacy content, calculators, and finance and retirement planning articles, providing clients with comprehensive investment planning and consulting as well as retirement income analysis services.
Contact Information
Website
retirementplancg.com(Operating Subsidiary)
Corporate Office
- 150 Motor Parkway
- Suite 210
- New York, NY 11788
- United States
Corporate Office
- 150 Motor Parkway
- Suite 210
- New York, NY 11788
- United States
Retirement Plan Consulting Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Retirement Plan Consulting Group Signals
Retirement Plan Consulting Group Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Retirement Plan Consulting Group FAQs
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When was Retirement Plan Consulting Group founded?
Retirement Plan Consulting Group was founded in 2016.
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Where is Retirement Plan Consulting Group headquartered?
Retirement Plan Consulting Group is headquartered in New York, NY.
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What is the size of Retirement Plan Consulting Group?
Retirement Plan Consulting Group has 6 total employees.
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What industry is Retirement Plan Consulting Group in?
Retirement Plan Consulting Group’s primary industry is Other Financial Services.
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Is Retirement Plan Consulting Group a private or public company?
Retirement Plan Consulting Group is a Private company.
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What is Retirement Plan Consulting Group’s current revenue?
The current revenue for Retirement Plan Consulting Group is .
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Who are Retirement Plan Consulting Group’s investors?
Wells Fargo Advisors has invested in Retirement Plan Consulting Group.
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When was Retirement Plan Consulting Group acquired?
Retirement Plan Consulting Group was acquired on 14-Jun-2024.
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Who acquired Retirement Plan Consulting Group?
Retirement Plan Consulting Group was acquired by HowardSimon Retirement.
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