About
Self Directed Administrator
As an independent administrator, iPlanGroup processes the investment transactions on behalf of your retirement account as directed by you. We also provide account administration, recordkeeping and tax reporting. Our management processes, quality control methods, and state-of-the-art work environment ensure that even your most complex transactions are processed on time.
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Detailed Information
- Location TypeHQ
- Opening Date2012
- Annual Revenue Estimateunknown
- SIC Code show
- Employees10 to 19
- Contactsshow
- CEO Jill Banner
- Phone 440-484-5566
- Email [email protected]
- Fax 440-815-2214
- President Gary Elsmore
- Phone 440-484-5566
- Email [email protected]
- Fax 440-815-2214
- Sr. Asset Strategist Tim Debronsky
- Phone 440-484-5566
- Email [email protected]
- Fax 440-815-2214
- VP of Operations Lou Ann Watson
- Phone 440-484-5566
- Email [email protected]
- Fax 440-815-2214
- Client Relationship Specialist Kayla Stone
- Phone 440-484-5566
- Email [email protected]
- Fax 440-815-2214
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