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The Spectrum Planning Group

The Spectrum Planning Group

Financial Services, 4730 Nw Boca Raton Blvd., Boca Raton, Florida, 33432, United States, 1-10 Employees

spectrumplanninggroup.com

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phone no Phone Number: 56********

Who is THE SPECTRUM PLANNING GROUP

The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small businesses. ...

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  • 4730 Nw Boca Raton Blvd., Boca Raton, Florida, 33432, United States Headquarters: 4730 Nw Boca Raton Blvd., Boca Raton, Florida, 33432, United States
  • 1994 Date Founded: 1994
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6411 | NAICS Code: 524210 | Show More

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The Spectrum Planning Group Org Chart and Mapping

Employees
Margaret Pulecio

Margaret Pulecio

Financial Services Coordinator

David Brown

David Brown

Financial Advisor

Kira Overly

Kira Overly

Securities Client Service Associate

Jode Spinella

Jode Spinella

Operations Coordinator

Hedy Perper

Hedy Perper

VP Operations

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Frequently Asked Questions Regarding The Spectrum Planning Group

Answer: The Spectrum Planning Group's headquarters are located at 4730 Nw Boca Raton Blvd., Boca Raton, Florida, 33432, United States

Answer: The Spectrum Planning Group's phone number is 56********

Answer: The Spectrum Planning Group's official website is https://spectrumplanninggroup.com

Answer: The Spectrum Planning Group's revenue is $5 Million to $10 Million

Answer: The Spectrum Planning Group's SIC: 6411

Answer: The Spectrum Planning Group's NAICS: 524210

Answer: The Spectrum Planning Group has 1-10 employees

Answer: The Spectrum Planning Group is in Financial Services

Answer: The Spectrum Planning Group contact info: Phone number: 56******** Website: https://spectrumplanninggroup.com

Answer: The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small businesses. Our sister company, Spectrum LTC provides insurance planning focusing on Long Term Care and Life Insurance, while Spectrum Mortgage Planning assists clients to integrate their mortgage into their overall financial strategy.

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