Professional Planning Services

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

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Overview

Headquarters

PO Box 240, Cream Ridge, New Jersey, 085...

Phone Number

(732) 302-1810

Revenue

$6.8 Million

Industry

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

Professional Planning Services is a holistic financial planning firm based in New Jersey, specializing in strategies and guidance for individuals seeking a better lifestyle in retirement. They cater to high-income earners, professionals in the pharmaceutical industry, families with college-bound students, and small business owners across the country. The firm offers personalized planning, employee benefits, and comprehensive reviews to identify potential gaps in financial plans. Their services include life insurance, Medicare assistance, and estate planning, all aimed at helping clients achieve their financial goals and dreams.Explore more
Professional Planning Services's Social MediaPopular SearchesProfessional Planning ServicesProfessional Planning & EngineeringprofessionalplanningservicesNJProfessional PlanningProfessional Planning Services IncSIC Code 62,628NAICS Code 52,523Show more

Professional Planning Services Org Chart

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TR
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Chief Investment Officer

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Director, Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Planning Ser...

$6.8M
1-10
Private
-
1994
TR
Thomas RozmanChief Investment Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
1987
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
<$5M
2006
CA
Cara AndersonManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Professional Planning Services Tech Stack

A closer look at the technologies used by Professional Planning Services

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Frequently Asked Questions Regarding Professional Planning Services

What is Professional Planning Services's official website?
Professional Planning Services's official website is www.professionalplanningservices.com
What is Professional Planning Services's Revenue?
Professional Planning Services's revenue is $6.8 Million
What is Professional Planning Services's SIC code?
Professional Planning Services's SIC: 62,628
What is Professional Planning Services's NAICS code?
Professional Planning Services's NAICS: 52,523
How many employees does Professional Planning Services have?
Professional Planning Services has 1-10 employees
What industry does Professional Planning Services belong to?
Professional Planning Services is in the industry of: Finance, Insurance, Securities Trading
What is Professional Planning Services competition?
Professional Planning Services top competitors include: Korbitz Financial Planning, Radnor Financial Advisors, AFM Investments, Boelman Shaw
What technology does Professional Planning Services use?
Some of the popular technologies that Professional Planning Services uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Professional Planning Services?
Professional Planning Services contact info: Phone number: (732) 302-1810 Website: www.professionalplanningservices.com
What does Professional Planning Services do?

Professional Planning Services is a holistic financial planning firm based in New Jersey, specializing in strategies and guidance for individuals seeking a better lifestyle in retirement. They cater to high-income earners, professionals in the pharmaceutical industry, families with college-bound students, and small business owners across the countr... y. The firm offers personalized planning, employee benefits, and comprehensive reviews to identify potential gaps in financial plans. Their services include life insurance, Medicare assistance, and estate planning, all aimed at helping clients achieve their financial goals and dreams.Read More

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

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