The financial industry can be a complex place, but current CEO and Founder, Brion Harris, thinks it doesn't have to be that way. Brion co-founded Premier Planning Group in 2001 with his father, Dan. With the mantra, "always put the client first" in their minds, they created a space that offered retirement, investment, and financial advice in a way that was easy to understand and allowed clients to feel empowered and confident with their money choices.Attending an educational retirement workshop might be great for you!
Services
Dan Harris, a successful financial advisor, businessman, and entrepreneur and his son, Brion, an enthusiastic and creative mastermind, saw a need for something in Annapolis - a source to deliver unique, objective, and honest advice on retirement planning and financial planning. Premier Planning Group was created on the desire to fill this void.
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.
The real experience of working with a financial services firm is the experience of working with its people. We take pride in our work at Premier Planning Group with the intention of taking care of the Annapolis community. Brion has built a team of outstanding advisors who specialize in variable annuities, alternative investments, life insurance, and more.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of Premier Planning Group's foundation of success.
Premier Planning Group was founded in 2001 with the goal of giving the Annapolis community a financial services firm that offered unique, unbiased, and honest advice on financial and retirement planning. In the past two decades, we've perfected this goal with our client-first approach.
We've created a uniquely designed system of strategically organized experiences designed to give clients an extraordinary sense of clarity, confidence, and capability regarding their future - helping them to minimize their current risks, identify their best opportunities, and leverage their greatest strengths in a reasonably short period of time.
We've created a uniquely designed system of strategically organized experiences designed to give clients an extraordinary sense of clarity, confidence, and capability regarding their future - helping them to minimize their current risks, identify their best opportunities, and leverage their greatest strengths in a reasonably short period of time.
Reviews (1)
Susan Rayner
Jan 21, 2017
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This financial advising company has made money for us over the years. I can't believe how they always pick winners for us while not risking our principle. We are extremely satisfied with the attention to detail they provide, the oversight they offer and their ability to always be on hand to answer our questions. I can't praise this group enough.
