What departments does Premier Planning Group have?

Premier Planning Group has employees across 6 departments including Finance, Business Development, Research, Sales, Marketing.

What is the largest department at Premier Planning Group?

The largest department at Premier Planning Group is Finance with 2 employees.

Where are Premier Planning Group employees located globally?

Premier Planning Group has employees across 1 continents and 1 countries including United States Of America.

How has Premier Planning Group's team size changed over time?

Premier Planning Group's team has remained stable from approximately 10 to 10 employees based on available data.

Premier Planning Group Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence.

Our vision of our "we guide, you decide" approach is to empower our clients to make informed decisions through education, communication, and service which exceeds their expectations.

Services include investment planning and options, financial planning, life insurance and long term care insurance. 

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Premier Planning Group is an independent firm. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.”
  

175 Admiral Cochrane Drive, Suite 203, Annapolis, MD 21401
 
 443-837-2520

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. 

To determine what is appropriate for you, please contact us directly or consult another qualified professional.

Find Premier Planning Group employees' phone numbers or email addresses

Premier Planning Group Global Highlights

North America
29

United States Of America
29

Premier Planning Group's Leadership

B. H.
Ceo And Founder
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
H. G.
Head Of Client Services
Mobile Phone
Email
S. R. H.
Partner & Financial Advisor
Mobile Phone
Email
S. C.
Junior Partner
Mobile Phone
Email
S. A.
Interim President
Mobile Phone
Email
K. M.
Director Of New Business Development
Mobile Phone
Email

Premier Planning Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Premier Planning Group

Name

Title

Contact Info

Location

Last Update

S. R. H.
Partner & Financial Advisor
Mobile Phone
Email
United StatesMaryland
Apr 01, 2026
B. H.
Ceo And Founder
Mobile Phone
Email
United StatesMaryland
Apr 01, 2026
J. S.
President
Mobile Phone
Email
Oct 21, 2024
M. C.
President
Mobile Phone
Email
Oct 17, 2024
S. C.
Junior Partner
Mobile Phone
Email
Jul 26, 2024
S. A.
Interim President
Mobile Phone
Email
Oct 21, 2024
H. G.
Head Of Client Services
Mobile Phone
Email
Apr 01, 2026
K. M.
Director Of New Business Development
Mobile Phone
Email
United StatesMaryland
Apr 01, 2026
C. H.
Director Of Marketing And Client Management For Jason Labarge
Mobile Phone
Email
Oct 23, 2024
C. W.
Financial Advisor & Wealth Manager
Mobile Phone
Email
United StatesMaryland
Apr 01, 2026

Frequently Asked Questions

What is Premier Planning Group known for?

Premier Planning Group was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 115 West Street Annapolis, Maryland 21401 United States. Explore Premier Planning Group's company overview page for more information.

What is Premier Planning Group's most common email format?

Premier Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Premier Planning Group email formats with LeadIQ.

How many employees does Premier Planning Group have currently?

Premier Planning Group has approximately 37 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Premier Planning Group's key employees and leadership?

As of April 2026, Premier Planning Group's key employees include:

Ceo And Founder: B. H.
President: J. S.
President: M. C.
Head Of Client Services: H. G.
Partner & Financial Advisor: S. R. H.

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