Premier Planning Group Data Breach Investigation

Strauss Borrelli PLLC, a leading data breach law firm, is investigating Premier Planning Group, LLC, regarding its recent data breach. The Premier Planning Group data breach may have involved sensitive personal identifiable information belonging to an undetermined number of individuals.

ABOUT PREMIER PLANNING GROUP, LLC:

Premier Planning Group is a financial service provider based in Pennsylvania. Founded in 1993, Premier Planning Group offers an array of family wealth management services involving investment management, estate planning, tax strategies, retirement income planning, and insurance planning.2 Additionally, Premier Planning Group provides similar services to businesses, including wealth management, qualified retirement plans, business succession planning, employee benefit programs, and executive compensation strategies.3 Headquartered in Phoenixville, Pennsylvania, Premier Planning Group has two additional locations in Ohio and employs over 25 individuals.

WHAT HAPPENED?

Recently, Premier Planning Group reported to the Attorney General of the Commonwealth of Massachusetts that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. In the form breach notice, Premier Planning Group does not elaborate on the nature of the security incident that impacted its systems. While the information impacted varies depending on the individual, the type of information potentially exposed includes:

  • Name
  • Social Security number

 

As a result of the data breach, Premier Planning Group began mailing data breach notification letters to impacted individuals. Based on the breach notice sent to Massachusetts residents, Premier Planning Group is providing affected individuals with a list of the specific types of sensitive information impacted and 24 months of credit monitoring services. A link to the form breach notification letters that Premier Planning Group filed with the Attorney General of the Commonwealth of Massachusetts is below.

If you received a breach notification letter from Premier Planning Group, LLC:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.

What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

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©2024 STRAUSS BORRELLI PLLC. ALL RIGHTS RESERVED. ATTORNEY ADVERTISING.

PRIVACY POLICY  |  TERMS & CONDITIONS  |  COOKIE POLICY