"Planning Your Future Together" Planners 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.htm Why choose a CERTIFIED FINANCIAL PLANNER™ CFP® 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.htm Go to the link below to view our Team members. http://www.plannersfinancialgroup.com/agents.cfm This 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.
View Top Employees from Planners Financial Group, LLCWebsite | http://www.plannersfinancialgroup.com |
Revenue | $5.4 million |
Employees | 5 (5 on RocketReach) |
Address | 10909 W Greenfield Ave Ste 101, Milwaukee, Wisconsin 53214, US |
Phone | (414) 282-4000 |
Fax | (414) 282-7700 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Playa Financial Inc, SOUND INVESTMENT GROUP, LLC, Washo Financial |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Planners Financial Group, LLC employee's phone or email?
The Planners Financial Group, LLC annual revenue was $5.4 million in 2024.
Nick Ignatowski is the Managing Partner of Planners Financial Group, LLC.
5 people are employed at Planners Financial Group, LLC.
Planners Financial Group, LLC is based in Milwaukee, Wisconsin.
The NAICS codes for Planners Financial Group, LLC are [52, 5239, 523, 52393].
The SIC codes for Planners Financial Group, LLC are [62, 628].