Premier Planning Group

Premier Planning Group

Financial Services 115 West Street 40 employees
Employees
40
Contacts
3
Emails
3
Phones
1

Premier Planning Group Overview

Headquarters
115 West Street
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
40
Founded
2001
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Premier Planning Group

Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence. Our vision of our "we guide, you decide" approach is to empower our clients to make informed decisions through education, communication, and service which exceeds their expectations. Services include investment planning and options, financial planning, life insurance and long term care insurance. --- Premier Planning Group is an independent firm. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 115 West Street, Suite 400, Annapolis 21401 - 443-837-2520 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. To `Like', `Share' or `Follow' this entity's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness.

Premier Planning Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Premier Planning Group Org Chart

Sample employees and titles
Name Title Contact
Nicole Carter Owner at the Elevating Group
Email
Terrica Matthews I Help Good People Say "No" to Bad
View
Lisa Beers, Cltc Long-term Care Insurance Advocate
Email
Lisa Beers President at Premier Planning Group Ii
Email Phone

Employees by Management Level

Individual contributor 6 profiles
VP / Head 3 profiles
Executive 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Marketing 2 2 1
Executive 1 1 1
Sales 1 1 0

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