Barclay Planning Group
Barclay Planning Group (BPG) is an innovative employee benefits design and administration firm whose clients are sourced completely through referrals. These referrals come by way of professional advisors and satisfied clients, which creates a unique, wholly self-perpetuating business model. We only gain new business if our current engagements are successful. This process, then, relies on a sterling reputation for creativity, dependability, accuracy and independence. If we don’t provide valuable service to our clients, we simply cease to exist. In other words, success brings success.
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Verified contacts
4
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
2
tools in use
Monthly traffic
34
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- FW
Freedman Wendy
Firm Administrator · Operations
EmailPhone - MO
Maureen Oury
Manager, Client Services · Customer/Client Service
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Barclay Planning Group
3 distinct titles indexed · top 3 shown.
- 1firm administrator
- 1manager, client services
- 1retirement plan administrator
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