Premier Planning Group
Financial Services • 
Annapolis, Maryland, United States • 21-50 Employees
Company overview
| Headquarters | 115 West Street, 400, Annapolis, MD 21401, US |
| Phone number | +14102169515 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, College Planning, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, 401(K), Money Management, Long-Term Care Insurance, Traditional Ira, Tax Plans, Rothira |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
Key Contacts at Premier Planning Group
Brion Harris
Ceo And Founder
Kate Meehan
Director Of New Business Development
Premier Planning Group Email Formats
Premier Planning Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@premierplanninggroup.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@premierplanninggroup.com | 72.7% |
{first name}{last name} | johndoe@premierplanninggroup.com | 27.3% |
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 revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $264,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Premier Planning Group has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Premier Planning Group has never raised funding before.
Premier Planning Group Tech Stack
Discover the technologies and tools that power Premier Planning Group's digital infrastructure, from frameworks to analytics platforms.
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