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    Millennium Planning Group

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    Description

    • Everyone deserves professional advice that serves their best interests. Millennium Planning is a financial advisory firm serving individuals, families, and closely held businesses. We provide personalized and actionable advice to clients who care enough about their financial future to plan for it now. We promise to learn your story, your challenges, what you hope to get out of life and what your money needs to do to carry you through it all. We provide clients with an interactive financial platform, an easy to use interface, powerful integrations, and multiple planning tools to meet their financial needs. Let us help you get organized by providing a consolidated view of everything you own, and everything you owe all in one place, updated daily.
    • location

      Headquarters:4000 Westchase Boulevard Suite 300, Raleigh, North Carolina, United States

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    • Millennium Planning Group phone

      Phone Number: +1 919-833-7130

    • Millennium Planning Group website

      Website: https://www.millenniumpg.com

    • Millennium Planning Group employees

      Employees:3

    • Millennium Planning Group revenue

      Revenue:$0 - 1M

    • Millennium Planning Group legal name

      Legal Name:Millennium Planning Group

    • Millennium Planning Group's Social Media

      Millennium Planning Group linkedin Millennium Planning Group facebook
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Managing Partner for Millennium Planning Group

    Michael Whitman

    Managing Partner

    Person level website visitor identification

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    View Employees

    Michael Whitman

    Managing Partner

    Matt Rubush

    Collaboration Partner

    Jim Wallace

    Senior Partner

    Frequently Asked Questions regarding Millennium Planning Group

    • Where are Millennium Planning Group's Headquarters?

      Millennium Planning Group's Headquarters are in 4000 Westchase Boulevard Suite 300,Raleigh,North Carolina,United States

    • What is Millennium Planning Group's phone number?

      Millennium Planning Group's phone number is +1 919-833-7130

    • What is Millennium Planning Group's official website?

      Millennium Planning Group's official website is https://www.millenniumpg.com

    • What is Millennium Planning Group's Revenue?

      Millennium Planning Group's revenue is $0 - 1M

    • What is Millennium Planning Group's NAICS code?

      Millennium Planning Group's NAICS code is 523110

    • How many employees are working in Millennium Planning Group

      Millennium Planning Group has 3 employees

    • What is Millennium Planning Group's Industry?

      Millennium Planning Group is in the industry of Financial Services

    • Who is Millennium Planning Group's Managing Partner?

      Millennium Planning Group's Managing Partner is Michael Whitman

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