Atlantic Planning Group, LLC Information
Summary
Atlantic Planning Group, LLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Waltham, Massachusetts, USA. The number of employees ranges from 25 to 100. The annual revenue of Atlantic Planning Group, LLC varies between 5.0M and 25M. To connect with Atlantic Planning Group, LLC employee register on SignalHire.
Organization Website | AtlanticPlanning.com |
Social Links |  |
Phone Number | 781.894.7000 |
Industries | |
Headquarters Location | 201 Jones Road, Suite 620, Waltham, MA, 02453 US |
Employees Size | 1-10 employees |
Specialties | Retirement Planning, Estate Planning, Risk Management , Wealth Transfer Strategies , Key Person Protection, Business Succession Planning , Charitable Giving , Legacy Planning, Asset Protection, Supplement to Employee Benefits , Buy-sell Agreements, Business Insurance Planning , Wealth Preservation Planning , Multi-generational Planning , Protection Planning/ Family Security , Life Income Strategies , Business Exit Strategies |
SIC Code | 7380 |
DMA Code | Greater Boston |
Founded | 1997 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1971 | Privately Held | 25 - 100 | 6M | $0 | |
| 1999 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Atlantic Planning Group, LLC shows a diverse range of experience levels:
6% have been with the company for less than 1 year19% for 1–2 years6% for 3–4 years19% for 5–7 years19% for 8–10 years31% have over 11 years of service at Atlantic Planning Group, LLC
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