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Professional Planning Group

Headquartered in WESTERLY, RI

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Firm Information

Professional Planning Group, headquartered in Westerly, Rhode Island, is an investment advisory firm providing comprehensive financial planning and portfolio management services to individuals, families, and charitable organizations. The firm has over $1 billion in assets under management and a team of experienced financial advisors dedicated to helping clients achieve their financial goals.

Professional Planning Group

9 GRANITE STREET

WESTERLY, RI 02891

$1.06B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PROFESSIONAL PLANNING GROUP has a total of 2 branch locations across the country.
location

WESTERLY, RI

location

JUPITER INLET COLONY, FL

Advisors at Professional Planning Group

View All 8 Advisors
Unclaimed
Eric Matthew Wilson

CFA®, RA

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Andrea Michelle Spieth

RA

WESTERLY, RI

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Todd Joseph Wokoske

RA

WESTERLY, RI

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Unclaimed
Malcolm Alfred Makin

CFP®, RA

JUPITER INLET COLONY, FL

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Unclaimed
Patrick Joseph Connelly

RA

WESTERLY, RI

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Unclaimed
Daniel Malcolm Makin

CFP®, RA

WESTERLY, RI

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Unclaimed
David Gabriel Aballo

CFA®, RA

WESTERLY, RI

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Unclaimed
Peter Clegg Wallace

RA

WESTERLY, RI

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Disclosures

There are no public disclosures for Professional Planning Group.

Frequently Asked Questions (7)

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