Planner Connect

Contact Us

Call us at

(800) 318-7848

Thank you for your interest in PlannerConnect.
 
PlannerConnect is a site designed to help you connect with a qualified financial planner in your area with our free matching service. Your financial needs and goals are unique to you, and we aim to match you with the financial planner who will be the right fit for you. 
 
Our site, which was created by a financial planner, contains a wealth of information to educate you about retirement, investment, estate and business succession planning. Our goal is to give you a better understanding of financial planning and help you make informed decisions. 
 
If you would like to speak directly with a PlannerConnect representative, please call us at
(800) 318-7848.
 
For general inquiries, please contact Info@PlannerConnect.com.
 
For customer service inquiries, please contact CustomerService@PlannerConnect.com.
 
If you are interested in setting up a strategic partnership with PlannerConnect, please contact Marketing@PlannerConnect.com.
 
If you are interested in an employment opportunity with PlannerConnect, please contact HumanResources@PlannerConnect.com.
 
We are here to help you find the financial planner that meets your needs. If you have any problems or questions, please call us at (800) 318-7848. We appreciate your questions and feedback.
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We are licensed to sell and/or discuss securities and insurance products in the following states: AZ, CA, FL, IA, IL, NJ, NY, MI, OR, PA, TX, WA, WI.
Any discussion pertaining to taxes in this website may be part of a promotion or marketing effort. As provided for in government regulations, advice (if any) related to federal taxes that is contained in this website is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue code. Individuals should seek advice based on their own particular circumstances from an independent tax advisor.
David N. Chazin is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Financial and Insurance Services Corp., and other fine companies. 3000 Executive Parkway, Suite 400, San Ramon, CA 94583, 925-275-0300.
This information should not be construed as legal or tax advice. You may want to consult a tax advisor regarding this information as it relates to your personal circumstances. CA Insurance License #0D45501.
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