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The Creative Planners Group Logo
The Creative Planners Group CB Rank
1905373
Heat Score
43
The Creative Planners Group provides financial planning, tax planning, asset protection, investment, and wealth management services.
Founded
obfuscation
Private Tarrytown, New York, United States www.cpgplan.com
Asset Management
Financial Services
Impact Investing
Wealth Management
Overview

The Creative Planners Group
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-3 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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About The Creative Planners Group

CB Rank
1905373
The Creative Planners Group provides financial planning, tax planning, asset protection, investment, and wealth management services.
Founded
obfuscation
Private Tarrytown, New York, United States www.cpgplan.com
Asset Management
Financial Services
Impact Investing
Wealth Management

Details

Legal Name The Creative Planners Group, Ltd
Also Known As CPG
Operating Status Active
Company Type For Profit
Phone Number +1-914-468-0300
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that develops personalized strategies to manage and grow clients' financial resources over time.
Tax Planning
A service focused on structuring financial affairs to minimize tax liabilities and optimize tax efficiency.

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Financials
Market Intelligence
People
View Profiles & Contacts
Contacts 4
News
Technology
View Tech Report

IT Spend

$68.4KThis year, The Creative Planners Group is projected to spend $68.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Employee Portal Logo
Employee Portal
65
Employee Management Logo
Employee Management
65

Active Website Tech Count

22The Creative Planners Group is actively using 22 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is The Creative Planners Group's headquarters? The Creative Planners Group is located in Tarrytown, New York, United States.Who are The Creative Planners Group's competitors? Alternatives and possible competitors to The Creative Planners Group may include Trivium Point Advisory, Sound View Wealth Advisors, and  The Helmstar Group.
Who We Are
What We Do
Helpful Links
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