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
- Website
- premierplanninggroup.com
- Industry
- Financial Services
- Employees
- 40
- Founded
- 2001
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Nicole Carter | Owner at the Elevating Group | Lutz, Florida, United States |
Email
|
| Terrica Matthews | I Help Good People Say "No" to Bad | Baton Rouge Metropolitan Area, United States |
View
|
| Lisa Beers, Cltc | Long-term Care Insurance Advocate | Palm Beach Gardens, Florida, United States |
Email
|
| Lisa Beers | President at Premier Planning Group Ii | Palm Beach Gardens, Florida, United States |
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 | Phone | |
|---|---|---|---|
| Marketing | 2 | 2 | 1 |
| Executive | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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