Strategic Planning Group Inc
Legal Name: STRATEGIC PLANNING GROUP, INC.
57 RIVER STREET, #306, WELLESLEY, MA
781-444-9010
http://www.relaxingretirement.com
Frequently Asked Questions (FAQ)
Full Contact Details
Strategic Planning Group Inc
57 RIVER STREET, #306, WELLESLEY, MA
781-444-9010
781-444-8876
Other Info
Strategic Planning Group, Inc. is a Massachusetts-based advisory firm with five employees, four of whom are advisors. Though the number of clients they serve is unknown, they hold an SEC-approved status and have been registered since July 15, 2011.
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Direct Owners
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DAVID ALEXANDER ROURKE
PRESIDENT owns 75% or more
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JARROD ANDREW SHERMAN
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%