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 – 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.
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Verified contacts
33
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
1
tools in use
Monthly traffic
32
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- DF
Dave Fazzini
Owner · General Business & Management
EmailPhone - ES
Emily Shewmaker
Director of Operations · Operations
EmailPhone - MG
Mark Greim
Director of Wealth Management · Finance & Accounting
EmailPhone - NG
Nathan Goodwin
Enterprise Operations Director · Operations
EmailPhone - AH
Arian Hayes
Client Relations Specialist · Customer/Client Service
EmailPhone - CD
Cheryl Davis
Administrative Assistant · Operations
EmailPhone - FH
Frank Hennessey
Disclosure Information · Other
EmailPhone - LF
Laura Fazzini
Financial Services Professional · Finance & Accounting
EmailPhone - TG
Thomas Geissler
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Premier Planning Group
24 distinct titles indexed · top 10 shown.
- 3administrative assistant
- 3managing partner
- 2co-owner, managing partner, wealth management
- 2financial planner
- 2financial services professional
- 2junior partner
- 1advisor support associate
- 1case manager
- 1chief operating officer
- 1client operations asscoiate
- +14more titles
Sign up to unlock all 33 contacts at Premier Planning Group
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