Premier Planning Group

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

115 West St Ste 400, Annapolis, Maryland...

Phone Number

(443) 837-2520

Revenue

<$5 Million

Industry

Finance Securities Trading

About Premier Planning Group

Premier Planning Group is a financial advisory firm based in Annapolis, MD, specializing in investment management and retirement planning. They provide personalized financial advice and guidance to help clients achieve their financial goals, including retirement, tax planning, and elder care planning. With a focus on client experience and a commitment to understanding individual needs, they aim to simplify the financial planning process. The firm manages $1.2 billion in assets and emphasizes building strong relationships with clients while also giving back to the community.Explore more
Premier Planning Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Premier Planning Group Org Chart

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CH
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Chief Financial Officer

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AG
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Wealth Advisor

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RC
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Financial Planner

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Financial Advisor

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Compare Similar Companies to Premier Planning Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Premier Planning Group

<$5M
11-50
Private
<$5M
2001
CH
Christopher HarrisChief Financial Officer
<$5M
11-50
Private
-
1989
WP
William PoutreManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BO
Bruce OlmsteadFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
JS
James SzadoFinancial Advisor
Illustration of an envelope

Premier Planning Group Tech Stack

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Frequently Asked Questions Regarding Premier Planning Group

What is Premier Planning Group's official website?
Premier Planning Group's official website is www.premierplanninggroup.com
What is Premier Planning Group's Revenue?
Premier Planning Group's revenue is <$5 Million
What is Premier Planning Group's SIC code?
Premier Planning Group's SIC: 62,628
What is Premier Planning Group's NAICS code?
Premier Planning Group's NAICS: 52,523
How many employees does Premier Planning Group have?
Premier Planning Group has 11-50 employees
What industry does Premier Planning Group belong to?
Premier Planning Group is in the industry of: Finance, Securities Trading
What is Premier Planning Group competition?
Premier Planning Group top competitors include: Prime Financial Services, Bruce Olmstead, GPS Financial Group, Elliott & Associates Wealth Advisors
What technology does Premier Planning Group use?
Some of the popular technologies that Premier Planning Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
Who is the CFO of Premier Planning Group?
Premier Planning Group's CFO is Christopher Harris
How do I contact Premier Planning Group?
Premier Planning Group contact info: Phone number: (443) 837-2520 Website: www.premierplanninggroup.com
What does Premier Planning Group do?

Premier Planning Group is a financial advisory firm based in Annapolis, MD, specializing in investment management and retirement planning. They provide personalized financial advice and guidance to help clients achieve their financial goals, including retirement, tax planning, and elder care planning. With a focus on client experience and a commitm... ent to understanding individual needs, they aim to simplify the financial planning process. The firm manages $1.2 billion in assets and emphasizes building strong relationships with clients while also giving back to the community.Read More

What are Premier Planning Group social media links?
Premier Planning Group Linkedin page Premier Planning Group Twitter page
Who invested in Premier Planning Group?
Premier Planning Group has 2 investors including PPP and PPP.
Is Premier Planning Group a public company?
Premier Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Premier Planning Group

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