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Millennium Planning Group Logo
Millennium Planning Group CB Rank
1686362
Heat Score
42
Millennium Planning Group is a financial adviser that specializes in financial retirement investment, tax, and business planning services.
Founded
obfuscation
Private Pittsboro, North Carolina, United States1-10 www.mpgplan.com
Advice
Business Development
Finance
Retirement
Overview

Millennium Planning Group
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Millennium Planning Group

CB Rank
1686362
Millennium Planning Group is a financial adviser that specializes in financial retirement investment, tax, and business planning services.
Founded
obfuscation
Private Pittsboro, North Carolina, United States1-10 www.mpgplan.com
Advice
Business Development
Finance
Retirement

Details

Legal Name Millennium Planning Group, LLC.
Operating Status Active
Company Type For Profit
Phone Number +1 984 214 8540
Contact Email michael@mpgplan.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Retirement Investment Planning
Service providing strategies and advice for managing investments to prepare for retirement.
Tax Planning Services
Advisory service focused on strategies to minimize tax liabilities and optimize tax efficiency.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

Monthly Web Visits

52
1.96%
 in past month

IT Spend

$1MThis year, Millennium Planning Group is projected to spend $1M on IT, according to Aberdeen.

Active Website Tech Count

5Millennium Planning Group is actively using 5 technologies for its website, according to BuiltWith. These include Viewport Meta, Common Crawl, and  reCAPTCHA.
Sub-Organizations
Frequently Asked Questions

Where is Millennium Planning Group's headquarters? Millennium Planning Group is located in Pittsboro, North Carolina, United States.Who are Millennium Planning Group's competitors? Alternatives and possible competitors to Millennium Planning Group may include EP Wealth Advisors, Creative Planning, and  Wealth Enhancement Group.
Who We Are
What We Do
Helpful Links
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