Freedman Wendy

Firm Administrator at Barclay Planning Group LLC - Rochester, MI, US

Freedman Wendy's Colleagues at Barclay Planning Group LLC
Brian Hermann

Certified Pension Consultant

Contact Brian Hermann

Tanya Weaver

Certified Pension Consultant

Contact Tanya Weaver

Maureen Oury

Manager, Client Services

Contact Maureen Oury

Freedman Wendy's Contact Details
HQ
N/A
Location
Franklin,Michigan,48025,United States
Company
Barclay Planning Group LLC
Freedman Wendy's Company Details
Barclay Planning Group LLC logo, Barclay Planning Group LLC contact details

Barclay Planning Group LLC

Rochester, MI, US • 5 - 9 Employees
Accounting

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.

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Details about Barclay Planning Group LLC
Frequently Asked Questions about Freedman Wendy
Freedman Wendy currently works for Barclay Planning Group.
Freedman Wendy's role at Barclay Planning Group is Firm Administrator.
Freedman Wendy's email address is ***@barclayplanninggroup.com. To view Freedman Wendy's full email address, please signup to ConnectPlex.
Freedman Wendy works in the Financial Services industry.
Freedman Wendy's colleagues at Barclay Planning Group LLC are Brian Hermann, Tanya Weaver, Maureen Oury and others.
Freedman Wendy's phone number is N/A
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