Planned Financial Services

Finance · Ohio, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

7000 Fitzwater Rd Ste 300, Cleveland, Oh...

Phone Number

(877) 740-4875

Revenue

$19.6 Million

Industry

Finance Securities Trading

About Planned Financial Services

401(k) Prosperity, a division of Planned Financial Services, specializes in retirement plan consulting, including 401(k) and 403(b) plans, pensions, and endowments. The company aims to simplify the retirement planning process for organizations by providing personalized care and expertise tailored to their unique workforce needs. Their target clients include CFOs, HR professionals, and plan sponsors seeking to enhance employee retirement outcomes while managing fiduciary responsibilities. Committed to doing what's right, 401(k) Prosperity focuses on delivering value through a combination of expertise, insight, and clarity.Explore more
Planned Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Planned Financial Services Org Chart

PhoneEmail
CH
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Planned Financial Services

Compare insights from companies similar to Planned Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planned Financial Service...

$19.6M
51-200
Private
-
1994
CH
Chelsea HusseyWealth Advisor
$62.5M
51-200
Private
-
2015
JR
James RobisonManaging Director
$20.1M
51-200
Private
<$5M
2000
Christopher DeGrassi, Chief Operating Officer at Retirement Plan Advisors
Christopher DeGrassiChief Operating Officer
$16.7M
51-200
Private
-
2005
$14.7M
51-200
Private
-
2004
RY
Rylen YamamotoManaging Director
<$5M
51-200
Private
-
2008
Illustration of an envelope

Planned Financial Services Tech Stack

A closer look at the technologies used by Planned Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Planned Financial Services

What is Planned Financial Services's official website?
Planned Financial Services's official website is www.401kprosperity.com
What is Planned Financial Services's Revenue?
Planned Financial Services's revenue is $19.6 Million
What is Planned Financial Services's SIC code?
Planned Financial Services's SIC: 62,628
What is Planned Financial Services's NAICS code?
Planned Financial Services's NAICS: 52,523
How many employees does Planned Financial Services have?
Planned Financial Services has 51-200 employees
What industry does Planned Financial Services belong to?
Planned Financial Services is in the industry of: Finance, Securities Trading
What is Planned Financial Services competition?
Planned Financial Services top competitors include: Van Reed Wealth Management, Acanthus Associates, Strategic Retirement Partners, Global Wealth Solutions
What technology does Planned Financial Services use?
Some of the popular technologies that Planned Financial Services uses are: Google Universal Analytics, Cloudflare CDN, Google Font API, YouTube
How do I contact Planned Financial Services?
Planned Financial Services contact info: Phone number: (877) 740-4875 Website: www.401kprosperity.com
What does Planned Financial Services do?

401(k) Prosperity, a division of Planned Financial Services, specializes in retirement plan consulting, including 401(k) and 403(b) plans, pensions, and endowments. The company aims to simplify the retirement planning process for organizations by providing personalized care and expertise tailored to their unique workforce needs. Their target client... s include CFOs, HR professionals, and plan sponsors seeking to enhance employee retirement outcomes while managing fiduciary responsibilities. Committed to doing what's right, 401(k) Prosperity focuses on delivering value through a combination of expertise, insight, and clarity.Read More

What are Planned Financial Services social media links?
Planned Financial Services Linkedin page Planned Financial Services Twitter page Planned Financial Services Facebook page
Is Planned Financial Services a public company?
Planned Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Planned Financial Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.