The Planners Group, LLC

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Associates

Dale Costello, CFP

Merrell E Dean, CFP, LUTCF

Jim D  Duncan

Russ Harmeyer

Nicholas Ignatowski, CFP, CFS, CRPS

John M Lloyd, CLU, ChFC

Dean Pennebecker  CLU, CHFC

Ray E Smith, Jr, CLU, ChFC

Patricia Allen

About Us

  • Our Mission Statement
  • Our Associates
  • Affiliated Offices
  • Contact Us
  • Executive Summary
  • Our Process
  • Wealth Management Solutions Demo
  • Asset Allocation
  • Health Insurance
  • Banking Services
  • Featured Links
  • Tell A Friend
Contact Us

10909 W. Greenfield Ave, Suite 201
West Allis, WI 53214

Phone: 414-282-8100
Fax: 414-282-7700

Nick @theplannersgroup.com
Map and Directions

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 advisory services offered through Ameritas Investment Corp. (AIC). Member FINRA  / SIPC . AIC and The Planners Group, LLC are not affiliated.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.