Insights

Market Position Planners Financial Group operates in a highly competitive financial services industry with established peers like MassMutual, Charles Schwab, and Fidelity. Their positioning as a boutique firm with a smaller team suggests opportunities to offer specialized technology solutions, client engagement platforms, or marketing services tailored to mid-sized financial advisory firms seeking differentiation.

Revenue Growth Potential With annual revenue estimated between one and ten million dollars, the company has room for growth through digital transformation, expanded marketing efforts, or enhanced financial planning tools, making it a potential target for fintech integrations or client acquisition strategies aimed at expanding their market share.

Technology Stack Utilizing modern tools like Amazon S3, Google Analytics, and Cloudflare indicates openness to adopting digital solutions. This presents opportunities to propose innovative cybersecurity, analytics, or client management platforms that can support their growth and enhance client service delivery.

Client Acquisition Focusing on personalized financial planning services with certified professionals underlines the need for marketing and lead generation solutions that highlight expertise, such as targeted advertising campaigns or CRM systems designed for advisory firms to attract high-net-worth clients and business partners.

Expansion Opportunities Given their services for both individuals and businesses, there is potential to develop or recommend scalable compliance, onboarding, and retirement planning technology to streamline operations and support their growth in serving more clients within their geographic and industry segments.

Planners Financial Group, LLC Tech Stack

Planners Financial Group, LLC uses 8 technology products and services including AppNexus, Amazon S3, Font Awesome, and more. Explore Planners Financial Group, LLC's tech stack below.

  • AppNexus
    Advertising
  • Amazon S3
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Lodash
    Javascript Libraries
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Planners Financial Group, LLC's Email Address Formats

Planners Financial Group, LLC uses at least 2 format(s):
Planners Financial Group, LLC Email FormatsExamplePercentage
First@plannersmail.comJohn@plannersmail.com
100%
First.Last@plannersfinancialgroup.comJohn.Doe@plannersfinancialgroup.com
25%
First@plannersfinancialgroup.comJohn@plannersfinancialgroup.com
25%
First.Last@plannersfinancialgroup.comJohn.Doe@plannersfinancialgroup.com
25%
First@plannersfinancialgroup.comJohn@plannersfinancialgroup.com
25%

Frequently Asked Questions

Where is Planners Financial Group, LLC's headquarters located?

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Planners Financial Group, LLC's main headquarters is located at 10909 West Greenfield Avenue Suite 201 Milwaukee, Wisconsin 53214 United States. The company has employees across 1 continents, including North America.

What is Planners Financial Group, LLC's phone number?

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You can contact Planners Financial Group, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Planners Financial Group, LLC's official website and social media links?

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Planners Financial Group, LLC's official website is plannersfinancialgroup.com and has social profiles on LinkedIn.

What is Planners Financial Group, LLC's NAICS code?

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Planners Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Planners Financial Group, LLC have currently?

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As of February 2026, Planners Financial Group, LLC has approximately 11 employees across 1 continents, including North America. Key team members include President And Owner: J. L.Partner: M. T.Managing Partner: N. I.. Explore Planners Financial Group, LLC's employee directory with LeadIQ.

What industry does Planners Financial Group, LLC belong to?

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Planners Financial Group, LLC operates in the Financial Services industry.

What technology does Planners Financial Group, LLC use?

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Planners Financial Group, LLC's tech stack includes AppNexusAmazon S3Font AwesomeLodashHSTSCloudflare Bot ManagementBootstrapGoogle Analytics.

What is Planners Financial Group, LLC's email format?

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Planners Financial Group, LLC's email format typically follows the pattern of First@plannersmail.com. Find more Planners Financial Group, LLC email formats with LeadIQ.

Planners Financial Group, LLC

Financial ServicesWisconsin, United States11-50 Employees

"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.

Section iconCompany Overview

Headquarters
10909 West Greenfield Avenue Suite 201 Milwaukee, Wisconsin 53214 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Planners Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Planners Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

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