wiseradvisor

Planners Financial Group, LLC

Tel: 414-282-4000
10909 West Greenfield Avenue
Suite 101
Milwaukee, Wisconsin  53214
Planners Financial Group, LLC | Financial Advisor in Milwaukee,Wisconsin

About Planners Financial Group, LLC

Our History After years of corporate life traveling the world, Nick Ignatowski, CFP® established Planners Financial Group, LLC in 2005. This change allowed for more time with his family, as well as providing the opportunity for him to better serve the individual needs of his clients in a more personal setting. Six months later, Nick officially registered the finance firm with the state of Wisconsin. In 2011, Michael Taylor, CFP® (now retired) partnered with Nick and together, they created the firms brand. Nicks Polish heritage inspired our Polish logo. The PW initials Pomscimy Wawer, evolved into the Kotwica (Polish for Anchor) emblem during World War II, and represented Polands struggle to regain independence. When many other firms were selling products, Nick and Mike wanted to do things differently. They chose to base their philosophy on a quote that Nicks father used to frequently say: If you help people get everything they need in life, God will make sure you have ev


General Information

Services:   Income and Retirement Planning, Financial Planning and Investment Advice, Asset Allocation and Portfolio Design, Qualified Retirement Plan Design and Implementation

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

Social Media

facebook



* Advisor information is provided in partnership with Yext