Premier Planning Group
Financial Services
United States
31 employees
- Employees
- 31
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Premier Planning Group Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- premierplanning.net
- Industry
- Financial Services
- Employees
- 31
- Founded
- 1993
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Premier Planning Group
We provide financial advice to success-driven professionals and businesses through one-on-one customized financial solutions and services. Our competitive advantage is our ability to design personalized services. Representatives offer products and services using the following business names: Premier Planning Group, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Premier Planning Group, Inc. or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Premier Planning Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Premier Planning Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mike Weckenbrock, Jd, Chfc, Clu | Attorney & Financial Advisor | Cincinnati, Ohio, United States |
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|
| Mike Polin | Wealth Management, Managing Partner |
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|
|
| Frank Hennessey, Aif®, Chfc® | Financial, Lifestyle and Legacy | Phoenixville, Pennsylvania, United States |
Email
Phone
|
| James Brown | Registered Investment Advisor | Toledo, Ohio, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
17 profiles
Associate / junior
4 profiles
Manager
3 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 8 | 8 | 2 |
| Finance | 6 | 6 | 3 |
| Executive | 2 | 2 | 2 |
| Sales | 1 | 1 | 0 |
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