Barclay Planning Group LLC

Accounting - Rochester, MI, US

Barclay Planning Group LLC Employees

Brian Hermann

Certified Pension Consultant

Contact Brian Hermann

Tanya Weaver

Certified Pension Consultant

Contact Tanya Weaver

Freedman Wendy

Firm Administrator

Contact Freedman Wendy

Maureen Oury

Manager, Client Services

Contact Maureen Oury

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Barclay Planning Group LLC Details

Barclay Planning Group (BPG) is an innovative employee benefits design and administration firm whose clients are sourced completely through referrals. These referrals come by way of professional advisors and satisfied clients, which creates a unique, wholly self-perpetuating business model. We only gain new business if our current engagements are successful. This process, then, relies on a sterling reputation for creativity, dependability, accuracy and independence. If we don't provide valuable service to our clients, we simply cease to exist. In other words, success brings success.

Website: barclayplanninggroup.com

Employees: 5 - 9

HQ: N/A

Location: Rochester, MI, US

Revenue: Not Available

N/A

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