Playfair Planning Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1640 E 94th St, Brooklyn, New York, 1123...

Phone Number

(718) 629-5898

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Playfair Planning Services

Playfair Planning is a holistic financial firm based in New York City that offers comprehensive strategies for individuals, families, and institutions focused on investing and preserving wealth. The firm aims to guide clients through complex financial challenges to achieve their long-term goals, providing tailored services that exceed typical financial planning. Their mission is to help clients navigate all aspects of their financial journey, ensuring peace of mind for generations. With a commitment to community and equality, Playfair Planning empowers clients to pursue their financial dreams.Explore more
Playfair Planning Services's Social MediaPopular SearchesPlayfair Planning ServicesPlayfair PlanningPlayfair Planning Svcplayfairplanning.comSIC Code 62,628NAICS Code 52,523Show more

Playfair Planning Services Org Chart

PhoneEmail
KB
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Managing Director

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Finance & Wealth Management Assistant

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JC
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Financial Assistant

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Finance Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Playfair Planning Service...

<$5M
1-10
Private
-
1996
KB
Kim BourneManaging Director
<$5M
11-50
Private
-
2011
CC
Carole CircelliManager, Client Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
BT
Bradly TharpDirector, Wealth Management
<$5M
1-10
Private
-
1997
WD
William DahleFinancial Advisor
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
-
SH
Stacey HynesManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Playfair Planning Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Playfair Planning Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Playfair Planning Services.

Playfair Planning Services Tech Stack

A closer look at the technologies used by Playfair Planning Services

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Frequently Asked Questions Regarding Playfair Planning Services

What is Playfair Planning Services's official website?
Playfair Planning Services's official website is www.playfairplanning.com
What is Playfair Planning Services's Revenue?
Playfair Planning Services's revenue is <$5 Million
What is Playfair Planning Services's SIC code?
Playfair Planning Services's SIC: 62,628
What is Playfair Planning Services's NAICS code?
Playfair Planning Services's NAICS: 52,523
How many employees does Playfair Planning Services have?
Playfair Planning Services has 1-10 employees
What industry does Playfair Planning Services belong to?
Playfair Planning Services is in the industry of: Finance, Securities Trading
What is Playfair Planning Services competition?
Playfair Planning Services top competitors include: RocMor Financial Services, Joe Bonfiglio, Family Wealthcare Center, Tim Mezhlumov
What technology does Playfair Planning Services use?
Some of the popular technologies that Playfair Planning Services uses are: Cloudflare Website Optimization, AppRiver, Google Tag Manager, GoDaddy DNS
How do I contact Playfair Planning Services?
Playfair Planning Services contact info: Phone number: (718) 629-5898 Website: www.playfairplanning.com
What does Playfair Planning Services do?

Playfair Planning is a holistic financial firm based in New York City that offers comprehensive strategies for individuals, families, and institutions focused on investing and preserving wealth. The firm aims to guide clients through complex financial challenges to achieve their long-term goals, providing tailored services that exceed typical finan... cial planning. Their mission is to help clients navigate all aspects of their financial journey, ensuring peace of mind for generations. With a commitment to community and equality, Playfair Planning empowers clients to pursue their financial dreams.Read More

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

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