PROFESSIONAL PLANNING GROUP

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Malcolm A. Makin

At the start of his career, Mal Makin worried about being "found out ... regularly on national rankings of top financial advisors. Just last year, Professional Planning Group, the firm Makin founded in 1976, was a recipient of the "Keeping America ...

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Think Advisor
November 30, 2006
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Company Overview of New England Professional Planning Group Inc.

Professional Planning Group is a Rhode Island-based investment management firm. The firm offers investment services to individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. It also offers financial ...

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Bloomberg
June 28, 2015
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Northeast Professional Planning Group acquires Fitzgerald and Conta Pension Services

Red Bank-based benefits firm Northeast Professional Planning Group announced Friday its acquisition of Bloomfield-based Fitzgerald and Conta Pension Services, LLC, a pension and actuarial firm. Financial terms were not disclosed. According to the ...

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NJBIZ
January 13, 2014
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Northeast Professional Planning Group Acquires Creative Pension Administrators, Inc.

Leading regional employee benefits and retirement planning firm continues growth through strategic acquisition. Red Bank, NJ, July 05, 2014 --(PR.com)-- Northeast Professional Planning Group, Inc., (NPPG) a leading employee benefits, retirement planning ...

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PR.com
July 5, 2014
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Northeast Professional Planning Group Purchases Select Assets of Sudbury Actuarial Consultants, Inc.

Northeast Professional Planning Group, Inc., (NPPG) a leading employee benefits, retirement planning and actuarial consulting firm has announced the purchase of select assets of Sudbury Actuarial Consultants, Inc., an actuarial consulting services firm.

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Newswire Today
December 29, 2014
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Northeast Professional Planning Group, Inc. Appoints Lance P. Roteman

Red Bank, N.J.- Northeast Professional Planning Group, Inc., (NPPG) a leading regional employee benefits, retirement planning and actuarial consulting firm announces the appointment of Lance P. Roteman to Senior Vice President. Mr. Roteman will be ...

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Blog NJ.com
March 28, 2014
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A Conversation with Mal Makin at the Raymond James National Conference

WealthManagement.com Associate Editor Megan Leonhardt talks with Mal Makin, President of the Professional Planning Group, at the Raymond James National Conference for Professional Development in Washington, D.C. Read more WealthManagement.com live coverage ...

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Wealth Management
May 23, 2014
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KDMF encore gala raises awareness about drinking and distracted driving

Professional Planning Group, the Providence Journal, Maron Construction Co., Inc., the DiPrete family, Narragansett Bay Pediatrics, the Corcoran Family, Falvey Cargo Underwriting, South County Orthopedics & Physical Therapy, Inc., XRA Medical Imaging ...

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Examiner
September 11, 2014
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NPPG acquires NJ’s Creative Pension Administrators

Northeast Professional Planning Group has acquired Creative Pension Administrators, Inc. , a pension and actuarial firm based in Morganville, N.J. NPPG is a Red Bank, N.J.-based independent employee benefits, retirement planning and actuarial consulting ...

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IFA Web News
July 14, 2014
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How will you retire? Half of us have nothing saved, and many others far too little / Interactive

“Most people underestimate what they’re going to need,” said Michael T. Ryan, a financial adviser with Professional Planning Group, in Westerly. “I don’t have the sense that most people understand how dire the situation is. “That light bulb ...

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The Providence Journal
November 23, 2014
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Raymond James lets six advisors steal the show at its national event with TED-style talks

You just need patience, persistence and self-discipline.” Mal Makin, branch manager and president of Professional Planning Group in Westerly, R.I., joined the firm in 1989, which now has more than $1 billion under management. He shared these thoughts ...

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RIA Biz
June 2, 2014
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Palm Beach Gardens broker accused of stealing $500,000 from clients

William T. Johnson, 61, was the owner and operator of a business called Professional Planning Group, based in Palm Beach Gardens, according to the court document. From July 2003 until September 2011, he allegedly schemed to defraud his clients by lying to ...

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SunSentinel
September 7, 2012
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Five Questions With: Malcolm A. Makin

Malcolm A. Makin is the president of Professional Planning Group, a financial planning and investment advisory firm which he founded in 1976. In 1989, he joined Raymond James Financial Services to provide better services to his clients. He is a nationally ...

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Providence Business News
March 26, 2012
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Brokers, advisers facing uphill battle in finding new recruits

“Just the basic requirements, such as the regulations and other hoops that people have to jump through just to get into the business and their name on the business card are very difficult,” said Mal Makin, president of Professional Planning ...

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Investment News
May 9, 2013
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WARM Center gala Oct. 3 at Windjammer

The event is being presented by Professional Planning Group. Tickets are $35 and available at the WARM Center or at the door the evening of the event. For more information, call 401-596-9276.

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Westerly Sun
September 25, 2014
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Northeast Professional Planning Group, Inc. Appoints Financial Controller

Northeast Professional Planning Group, Inc., (NPPG) a leading regional employee benefits, retirement planning and actuarial consulting firm announces the appointment of Pamela Donohue to Financial Controller. Ms. Donohue will be responsible for the firm ...

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Newswire Today
November 15, 2013
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Consultant Launches 3(16) Fiduciary Services

Northeast Professional Planning Group Inc. (NPPG) now offers ERISA 3(16) fiduciary services to assist plan sponsors in day-to-day administration and compliance efforts. Employers that provide a retirement savings plan have a fiduciary responsibility to ...

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planadviser.com
January 27, 2014
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10 myths about investing and finances that trip up people

Set savings goals rather than trying to pick the next hot fund, says Dan Makin, financial advisor for the Professional Planning Group in Westerly, R.I. "If you pick the wrong fund, you can get really hurt." Myth: Dollar-cost averaging boosts returns.

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usatoday30.usatoday.com
April 18, 2008
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For Wall St: market turmoil chills dog days of summer

“My 12-year-old daughter was disappointed, but my family was understanding." Malcolm Makin, president of Professional Planning Group in Westerly, Rhode Island, was supposed to be playing golf Monday, but canceled plans because of the market volatilit

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Reuters
August 24, 2015
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Two R.I.ers make it to Barron’s top adviser list

The weekly newspaper, owned by Dow Jones & Co., named Malcolm A. Makin of Westerly-based Professional Planning Group and Matthew A. Young of Newport-based Richard C. Young & Co. Ltd. to its 2015 Top 100 Independent Financial Advisors list. Makin ...

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Providence Business News
September 2, 2015
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Northeast Professional Planning Group Acquires Fitzgerald and Conta Pension Services

Red Bank, NJ, January 12, 2014 --(PR.com)-- Northeast Professional Planning Group, Inc., (NPPG) a leading regional employee benefits, retirement planning and actuarial consulting firm has announced the acquisition of Fitzgerald and Conta Pension Services ...

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PR.com
January 12, 2014
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Five Questions With: Malcolm A. Makin

Malcolm A. Makin of Westerly-based Professional Planning Group (PPG) was one of two Rhode Islanders to be named to Barron’s 2015 Top 100 Independent Financial Advisors list. Makin, who ranked No. 84, is president of the independent registered investment ...

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Providence Business News
September 15, 2015
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Michael M. Salerno

Mr. Michael M. Salerno founded Northeast Professional Planning Group Inc., (NPPG) and serves as its President. Mr. Salerno serves as Chief Executive Officer of Northeast Professional Planning Group, Inc. (NPPG) and its subsidiaries, SRG, Arbor Title ...

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Bloomberg
November 29, 2015
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For Wall St: market turmoil chills dog days of summer

“My 12-year-old daughter was disappointed, but my family was understanding." Malcolm Makin, president of Professional Planning Group in Westerly, Rhode Island, was supposed to be playing golf Monday, but canceled plans because of the market volatilit

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The Fiscal Times
August 25, 2015
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Y to honor Hoxsie, Makin, Whttemore at Dec. 11 event

Over the years, Whittemore has been a director on many boards including the Aspen Institute; the Tuck School; The Eugene O’Neill Theatre; CSIS International Counselors; and was a founding director of the University of New Hampshire Foundation.

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Westerly Sun
November 8, 2015
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Employers to unite in job-training program

They are Darlington Fabric, Grey Sail Brewery, Hauser Chocolatier, Paddy’s Beach, the Ocean Community YMCA, Professional Planning Group, ServPro, the Town of Westerly, Valenti, Washington Trust, the Westerly Public Library, the Westerly Economic ...

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Westerly Sun
November 24, 2015
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Raymond James unit gives bonuses to big producers

Makin, president of Professional Planning Group of Westerly, R.I., whose firm has about $650 million in assets under management, nearly 85% of which is fee-based. The new bonus program signals a shift by the company, he said. “A strength is, they treat ...

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Investment News
June 17, 2007
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For investment firms, sleepy summers are a thing of the past

But it's not clear whether the avalanche of invites and research notes is effective. Mal Makin, president of Professional Planning Group, a Westerly, Rhode Island-based financial adviser, said he is being inundated with white papers and invites this summer.

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Reuters
July 16, 2012
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