Premier Planning Group, Inc.
Thomas Geissler is a seasoned financial professional with extensive experience in the finance sector. Currently serving as a Financial Advisor at Premier Planning Group, Inc. since September 2020, Thomas provides a range of insurance and financial services. Prior to this role, Thomas was with Wilcox Financial as a Registered Investment Advisor from December 2004 to September 2020, and held the position of Investment Team Leader at Fifth Third Securities from December 2002 to December 2004. Earlier in their career, Thomas worked as a Financial Advisor at Merrill Lynch from June 1999 to December 2002. Thomas holds a Bachelor of Science degree in Finance from Miami University, obtained between 1993 and 1997.
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Premier Planning Group, Inc.
Premier Planning Group is a financial advisory firm that serves as the catalyst to connect individuals and business owners with their aspired, targeted financial goals. Boasting an array of financial professionals, we credit our success to confidential, customized financial solutions. We provide our clients the assistance needed to face both simple and complex financial problems associated with taxes, illness, retirement or death. In addition, we keep our clients updated on the changes in tax laws and proliferation of financial products. Premier Planning Group has offices in Valley Forge and Glen Mills, PA, and Cincinnati, OH. Our mission is to provide financial advice to success driven professionals and businesses through one-on-one customized financial solutions and services. Our competitive advantage is our ability to design personalized services. We believe in providing our clients with a trusting and comfortable atmosphere where they can be a part of planning their future. PPG serves both individuals and business owners looking to reach their aspired financial goals. For individuals, we recognize a client’s unique financial needs while tailoring a sound, customized plan to help them meet their personal financial goals. For our business owners, we will provide a comprehensive plan focused on profitability and overall company success. We work in a team approach with company attorneys, accountants and other key advisors to help you reach financial milestones and objectives. To efficiently use our clients’ time, we have a 6 step planning process to allow our clients to be part of planning their future. Through our constant monitoring process, we provide our clients with sound strategies for achieving set goals and objectives. (Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. Premier Planning Group, Inc. and AIC are not affiliated.)