10909 West Greenfield Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as Certified Financial Planner® professionals, we can help people better plan for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial goals.
Over the years, we found a team approach is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover the power of our services. It has far-reaching benefits for our clients enabling them to get recommendations from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals, using the most efficient methods available.
(414) 282-4000 x495
Nick Ignatowski, Managing Partner, is the founder of Planners Financial Group, LLC. Prior to establishing the firm in 2005, he was the head of retirement planning sales for a large life insurance company. Nick has been in the finance...
(414) 282-4000 x430
Cory Graves, partner, is an investment advisor with Planners Financial Group, LLC. Prior to joining our team, Cory spent 16 years with a large investment firm. He holds fifteen state licenses and four FINRA registrations with LPL,...
(414) 282-4000 x486
John Massie, CFP®, joined Planners Financial Group, LLC in 2018. After earning his bachelor’s degree from Marquette University, John spent the previous 22 years in the finance industry as a wealth advisor, servicing his...
(414) 282-4000 x447
Mike Taylor, CFP®, is now a retired equity partner of Planners Financial Group, LLC. He joined Nick Ignatowski in 2011 and helped build the business into what it is today. Prior to joining our team, Mike worked for a large,...
Biography: With over 30 years of investing experience and 14 years in key financial roles at a multi-national corporation, Steve Ciaccio has gained invaluable experience. He has studied investments and financial markets extensively;...
(414) 282-4000 x473
Deanna started working for Planners Financial Group in February of 2019. Prior, she worked for BMO Harris Bank for 20 years. In 1999, Deanna graduated from Edgewood College with an education degree. Deanna manages the operations in and...
(414) 282-4000 x421
Brittany, an administrative associate for Planners Financial Group, LLC started working for the firm in June of 2019. After graduating from Carroll University in Waukesha with a political science degree, she worked in, and managed,...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.