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Planning Partners, LLC

(860) 693-9916

Stephanie Green

Stephanie Green

Executive Assistant

Stephanie has been the administrative backbone of Planning Partners, LLC for more than 10 years, providing outstanding service on the phones and to the advisors in the office.  She handles client communications via phone, internet and in-person, manages paperwork and helps with most marketing efforts. Stephanie has worked in the Financial Services industry for the past 30 years and earned her Bachelors degree in 2011 while she was employed at Planning Partners, LLC.


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