iPlanGroup Information
Contact top employees from
iPlanGroup
Summary
iPlanGroup is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Westlake, Ohio, USA. The number of employees ranges from 1 to 25. The annual revenue of iPlanGroup varies between 5.0M and 25M. To connect with iPlanGroup employee register on SignalHire.
Organization Website | iPlanGroup.com |
Social Links |    |
Phone Number | +1 440-484-5566 |
Industries | |
Headquarters Location | 28011 Clemens Road, Westlake, Ohio, 44145 US |
Employees Size | 10-50 employees |
Specialties | Self Directed IRA, Self Directed Roth, Simple IRA, SEP IRA, Alternative Investing, Non-Traditional Investing, Real Estate Investments, Non-Traditional Investments, Entity Investments, Promissory Notes, Real Estate, Tax Liens, Roth IRA, Coverdell, HSA, CESA |
DMA Code | Cleveland Metropolitan Area |
Founded | 2011 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at iPlanGroup shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years30% for 3–4 years10% for 5–7 years10% for 8–10 years20% have over 11 years of service at iPlanGroupContact top employees from
iPlanGroup
Elizabeth Brummitt
Senior New Accounts Coordinator
Jill Banner
CEO and Founder | Retirement Plan Admisitration for Alternative Investments
Nick Bodey
Head of Information Technology Department
Bryan Freemantle
Senior Credit Manager
Amy Henricks
Chief Operating Officer
Dolores Watson
Executive Assistant To Chief Executive Officer
Lana Herron
Investment Specialist
Aulona Hoxha
Compliance and Audit Associate
Marilyn Sidoti
Accounts Receivable Clerk
Taylor Meredith
Operations Process Improvement & Project Manager, Billing & Marketing
Eric Hernandez
Business Development Director
jadyne kauffman
Operational Specialist
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FAQ
iPlanGroup operates in the Finance industries. More details can be found on the official website: iPlanGroup.com.
The headquarters of iPlanGroup are located in Westlake, United States.
You can contact iPlanGroup by phone at +1 440-484-5566.
iPlanGroup currently employs 10-50 people.
iPlanGroup's revenue is approximately 10M.
