Premier Planning Group NC

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

100 Main Ave NW Ste 300, Hickory, North ...

Phone Number

(828) 855-9347

Revenue

$5.8 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
1
1

About Premier Planning Group NC

Premier Planning Group Inc. LLC, based in Hickory, NC, specializes in customized financial solutions including institutional portfolio management, annuity products, and life insurance for tax-free retirement and legacy planning. With over 31 years of experience, they adopt a client-centric, goals-based approach to help families preserve wealth and protect their interests. The firm also offers services tailored for business owners, such as buy-sell strategies and executive compensation planning. Their core values emphasize integrity, client-centric service, excellence, innovation, and teamwork.Explore more
Popular SearchesPremier Planning Group NC LLCSIC Code 62,628NAICS Code 52,523Show more

Premier Planning Group NC Org Chart

Bryan Setzler, Chief Executive Officer at Premier Planning Group NC
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Chief Executive Officer

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KN
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Director, Finance

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TT
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Director, Business Life Insurance

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CS
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Regional Sales Director

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Director, Client Services

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Advisor Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Premier Planning Group NC

$5.8M
11-50
Private
-
-
<$5M
11-50
Private
-
2022
NW
Norman WesterveltManaging Director
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Premier Planning Group NC is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Premier Planning Group NC is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Premier Planning Group NC.

Premier Planning Group NC Tech Stack

A closer look at the technologies used by Premier Planning Group NC

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Frequently Asked Questions Regarding Premier Planning Group NC

What is Premier Planning Group NC's official website?
Premier Planning Group NC's official website is www.premierplanningnc.com
What is Premier Planning Group NC's Revenue?
Premier Planning Group NC's revenue is $5.8 Million
What is Premier Planning Group NC's SIC code?
Premier Planning Group NC's SIC: 62,628
What is Premier Planning Group NC's NAICS code?
Premier Planning Group NC's NAICS: 52,523
How many employees does Premier Planning Group NC have?
Premier Planning Group NC has 11-50 employees
What industry does Premier Planning Group NC belong to?
Premier Planning Group NC is in the industry of: Finance, Insurance, Securities Trading
What is Premier Planning Group NC competition?
Premier Planning Group NC top competitors include: Beckwith Financial Services, Strategy West Financial
What technology does Premier Planning Group NC use?
Some of the popular technologies that Premier Planning Group NC uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact Premier Planning Group NC?
Premier Planning Group NC contact info: Phone number: (828) 855-9347 Website: www.premierplanningnc.com
What does Premier Planning Group NC do?

Premier Planning Group Inc. LLC, based in Hickory, NC, specializes in customized financial solutions including institutional portfolio management, annuity products, and life insurance for tax-free retirement and legacy planning. With over 31 years of experience, they adopt a client-centric, goals-based approach to help families preserve wealth and... protect their interests. The firm also offers services tailored for business owners, such as buy-sell strategies and executive compensation planning. Their core values emphasize integrity, client-centric service, excellence, innovation, and teamwork.Read More

Is Premier Planning Group NC a public company?
Premier Planning Group NC is private company therefore does not currently have an official ticker symbol
See more information about Premier Planning Group NC

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