


Premier Planning Group Email Formats
Financial Services • Schuylkill, Pennsylvania, United States • 21-50 Employees
Premier Planning Group Email Formats
Premier Planning Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@premierplanning.net), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@premierplanning.net | 100% |
Key Contacts at Premier Planning Group
Mike Polin
Co-Owner, Managing Partner, Wealth Management
Nathan Goodwin
Enterprise Operations Director
Mark Greim
Director Of Wealth Management
Dave Fazzini
Owner
Dan Harris
Owner
Company overview
| Headquarters | 1260 Valley Forge Road, Suite 107, Phoenixville, Pennsylvania 19460, US |
| Phone number | +15136216032 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Executive Compensation, Retirement Planning, Estate Planning, Tax Reduction Strategies |
| Founded | 1993 |
| Employees | 21-50 |
| Socials |
About Premier Planning Group
We provide financial advice to success-driven professionals and businesses through one-on-one customized financial solutions and services. Our competitive advantage is our ability to design personalized services. Representatives offer products and services using the following business names: Premier Planning Group, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Premier Planning Group, Inc. or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Premier Planning Group has 20 employees across 6 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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Analytics
Analytics
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Frequently asked questions
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