PlanGroup Financial, Inc

About PlanGroup Financial, Inc

Our business helps people build customized ways to invest their money in order to make the most of what they have. Over the last 20 years, we have built a private investment model that helps investors approach investing with a completely different relationship than the traditional investment model. As a financial adviser, our service also include investment management, financial planning, individual investing, 401k, retirement planning, and income planning.


Investment analysis Intern

February 2019 - November 2019 Oklahoma City, OK
“Freedom to take on own projects, and in depth learning. Participation in critical business operations and important decisions.”
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