Playbook Financial Group
Playbook Financial Group helps individuals and business in retirement and estate planning using 401(k), IRAs and other Qualified and Nonqualified options with an focus on tax savings. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc, Member FINRA(finra.org)/SIPC(sipc.org), 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209,(704) 554-6404. Playbook Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC142081(0524)3
7-day free trial · no credit card
Verified contacts
1
available on Kipplo
LinkedIn employees
1
1 to 10 range
Open roles
—
no listings
Distinct roles
1
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 1 verified contacts at Playbook Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
1 contacts with verified email or phone · masked until revealed.
- BJ
Brooks Jewett
, & · Other
EmailPhone
Showing 1 of 1 verified contacts
Top roles at Playbook Financial Group
1 distinct titles indexed · top 1 shown.
- 1, &
Sign up to unlock all 1 contacts at Playbook Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 1 verified contacts at Playbook Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.