Planners Financial Group, Llc

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Description

  • Planning Your Future TogetherPlanners Financial Group, LLC has a team of qualified financial planners that complement one another in experience to help you with all your financial planning and investment needs. Whether you are planning for retirement or are already a retiree, we have the knowledge and experience that can help you address your financial objectives. We also help plan the financial futures of individuals and assist businesses with selecting and maintaining a retirement plan.Go to the link below to learn more about what Planners Financial can do for you. http://www.plannersfinancialgroup.com/Why-Choose-Our-Company.2.htmWhy choose a CERTIFIED FINANCIAL PLANNERCFP® certification is recognized as the highest standard in personal financial planning. As a CFP® Nick Ignatowski and Mike Taylor must follow a strict code of ethics. As the customer you shouldn't settle for anything less than a true professional.Go to the link below to learn why working with a CFP® is important. http://www.plannersfinancialgroup.com/Why-Choose-A-CFP.1.htmGo to the link below to view our Team members. http://www.plannersfinancialgroup.com/agents.cfmThis is not an offer to sell securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to the residents of Wisconsin and Illinois. Securities and investment advisory services are offered solely through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial and Planners Financial Group, LLC are not affiliated. Additional products and services may be available through Planners Financial Group that are not offered through LPL. Representatives of LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
  • location

    Headquarters:10909 West Greenfield Avenue Suite 201, Milwaukee, Wisconsin, United States

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  • Planners Financial Group, Llc phone

    Phone Number: +1 414-282-4000

  • Planners Financial Group, Llc website

    Website: https://www.plannersfinancialgroup.com

  • Planners Financial Group, Llc employees

    Employees:6

  • Planners Financial Group, Llc revenue

    Revenue:$1 - 10M

  • Planners Financial Group, Llc legal name

    Legal Name:Planners Financial Group, Llc

  • Planners Financial Group, Llc's Social Media

    Planners Financial Group, Llc linkedin Planners Financial Group, Llc facebook
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  • |  NAICS Code: 523930  |

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Person level website identification

Partner - Certified Financial Planner for Planners Financial Group, Llc

John Massie

Partner - Certified Financial Planner

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View Employees

John Massie

Partner - Certified Financial Planner

Nick Ignatowski

Managing Partner

Mike Taylor

Partner

Deanna Chiapete

Operations Manager

Emily Kiefer

Operations Manager

Frequently Asked Questions regarding Planners Financial Group, Llc

  • Where are Planners Financial Group, Llc's Headquarters?

    Planners Financial Group, Llc's Headquarters are in 10909 West Greenfield Avenue Suite 201,Milwaukee,Wisconsin,United States

  • What is Planners Financial Group, Llc's phone number?

    Planners Financial Group, Llc's phone number is +1 414-282-4000

  • What is Planners Financial Group, Llc's official website?

    Planners Financial Group, Llc's official website is https://www.plannersfinancialgroup.com

  • What is Planners Financial Group, Llc's Revenue?

    Planners Financial Group, Llc's revenue is $1 - 10M

  • What is Planners Financial Group, Llc's NAICS code?

    Planners Financial Group, Llc's NAICS code is 523930

  • How many employees are working in Planners Financial Group, Llc

    Planners Financial Group, Llc has 6 employees

  • What is Planners Financial Group, Llc's Industry?

    Planners Financial Group, Llc is in the industry of Financial Services

  • Who is Planners Financial Group, Llc's Partner - Certified Financial Planner?

    Planners Financial Group, Llc's Partner - Certified Financial Planner is John Massie

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