Summary
Professional Planning Group
Founded in 2005
Description
Our team of financial advisors applies more than 200 years of combined experience to serve Rhode Island, Connecticut and surrounding areas in wealth management.
Strengths
- There are no known strengths for Professional Planning Group
Weaknesses
- Professional Planning Group has a very small market share in their industry
- Since Professional Planning Group was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Professional Planning Group's annual revenue
$509000
Based on Kona Equity data
-
Revenue per employee
$84833
-
Annual revenue growth since founding
$43353
Employee Count
6 employees
Executives
Jonathan Makin
Branch Professional
j**@ppgadvisors.comTina Mccabe
Branch Professional
t**@ppgadvisors.comJennifer Redmond
Registered Director, Client Services & Representative
j**@ppgadvisors.comKeri Brenner
Branch Professional
k**@ppgadvisors.comPeter Wallace
Financial Advisor
p**@ppgadvisors.comEileen Esposito
Branch Professional
e**@ppgadvisors.comGiancarlo Pannone
Financial Advisor
g**@ppgadvisors.comLori Wycall
Client Services
l**@ppgadvisors.comChristopher Wallace
Financial Advisor
c**@ppgadvisors.comMalcolm Makin
President & Chief Executive Officer & Founder
m**@ppgadvisors.comG Score - 0
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
Location
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Key Information
- Name: Professional Planning Group
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
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By City Westerly Small Financial planner in Westerly Mid-size Financial planner in Westerly
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By Industry Financial planner Small Financial planner Mid-size Financial planner
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Firmographic data Founded in 2005 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Professional Planning Group's headquarters are located at 9 Granite St Westerly, RI 02891.
Professional Planning Group's official website is ppgadvisors.com
Professional Planning Group's annual revenue is $509.0 K.
Professional Planning Group's SIC: 62; 628
Professional Planning Group's NAICS: 52; 523.
Professional Planning Group has 6 employees
