U.S. Planning Group, Inc.®
Financial Services - Dunwoody, GA, US
U.S. Planning Group, Inc.® Employees
U.S. Planning Group, Inc.® Details
U.S. Planning Group, Inc. is an affiliation of independent financial planners and financial professionals, with corporate headquarters based in northern Atlanta, Georgia since 1995. Our mission is to put our client's needs first and foremost to assist them to identify, quantify and then achieve their personal financial goals. We offer comprehensive financial services for individuals and families, business and non-profit organizations. We provide our clients with customized financial strategies that address issues associated with retirement, taxes, education planning, estate planning, insurance needs and much more. We also provide implementation assistance in the areas of risk management, investments and money management.While each of our practices may be different, we are alike in our fundamental approaches to planning and implementation and in our core values; competency, objectivity, communication and trust.We would invite you to contact one of our members or call me directly to explore what makes us different and why we believe we have found a better way.Glenn Williams is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., a Registered Investment Advisor. Member FINRA, SIPC. Kristy Lungwitz is a Registered Assistants of Woodbury Financial Services, Inc., Member FINRA and SIPC. U.S. Planning Group, Inc. ® and Woodbury Financial Services, Inc. are not affiliated entities.
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