Planners Consulting Group, Inc.

Quotes From Our Clients

Linda Arena, CFP, Sharp, Anderson, Arena, Curnes & Associates

"Since our relationship with Planners Consulting Group, Inc. my business has become more efficient, accurate and less stressful. Our relationship with Planner Consulting Group, Inc. is like having a dbCAMS+ specialist on staff. Their understanding, experience, timely and accurate work cannot be replaced by a full time employee. Their concern and attention to correct data is as important to them as it is to myself and my clients. I'm very happy outsourcing this portion of my practice to Planners Consulting Group."

Kevin H. Blood, CFP, ChFC, RFC

"What a surprise and relief to work with an organization that does what they say they are going to do and when they commit. Planners Consulting saved us precious time and resources, improved our productivity, answered all of our questions in a timely manner, and cost less money. It is wonderful to work with an organization of such integrity. We are thankful for our relationship."

Gregg S. Fisher, CFP, President, Gerstein Fisher & Associates

"Thanks to Planners Consulting Group, I never need to touch my client data. They establish my clients in the database, perform all required grouping and coding, and continually update and maintain it. When I need reports for my clients they send them in .PDF format. PCG has, in effect, become an essential part of my staff. They have relieved me of a huge administrative and training burden, which allows me to spend more time with my clients. I truly feel as though they have made a difference in my business, my personal life, and my organization as a whole."

Michael F. Fetsch, CFP, CFS
Judith L. Snyder, CFP, CFS, Financial Network Investment Corp.

"We have been using the services of "Planners Consulting Group" since we purchased dbCAMS+ 3 years ago. Planners Consulting Group was terrific at getting us started. Two days of on-site training gave all of our employees an understanding of the basics of the program, in addition to the initial importing of our data and helping to set up our system in a way that best suited our office. Since that initial set up process, we have been very impressed with Planners Consulting Group's detailed support for all of our dbCAMS+ questions. They are very knowledgeable and friendly with little or no hold time. We would recommend Planners Consulting Group to all dbCAMS+ users."

Dan Hirsch, RFC, President & CEO, Hirsch & Company

"Hooking up with PCG was like a breath of fresh air. Dealing with folks who intimately know the system, who have an incredible work ethic and very reasonable fees was the best move we have made technologically. Every morning when we come in our system is downloaded, backed up and ready for the days activities. I have cut my costs in half to maintain my database and have stopped hair loss in the process. You owe it to yourself to check these folks out."