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) 837-2520Website
www.premierplanninggroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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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 Org Chart
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Company Profile Activity
Activity Insights
Premier Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Premier Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Premier Planning Group.
Premier Planning Group financials insights
Gather financial insights about Premier Planning Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$173K
Premier Planning Group Tech Stack
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Most Recent Scoops
New Hire
Executive Move
Emily Shewmaker has joined the organization as Director, Financial Planning.
Executive Moves, New Hire
Funding
Premier Planning Group has received an SBA PPP loan in the amount of $173,622 from PNC Bank resulting in the retention of 14 jobs.
Funding
Premier Planning Group has received an SBA PPP loan for $150,000-350,000 from PNC Bank, supporting the retention of 15 jobs.
Funding
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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... Read More
