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.
(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.
If you are located in the San Francisco Bay Area and are interested in speaking with a financial planner or have specific retirement, investment, estate or business succession planning questions, we encourage you to speak with one of our partners at Insight Wealth Strategies. You can visit their website www.Insight2Wealth.com or call them at (925) 659-0217.
This is a FREE service to you.
