Professional Planning Services
Financial Services • 
East Franklin, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 2 Executive Drive, Suite 130, Somerset, NJ 08873, US |
| Phone number | +17323021810 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Medicare, Income Planning, Health Insurance, Retirement Planning, Community Outreach, Investment Management, Employee Retention Credits, Getcoverednj |
| Founded | 1997 |
| Employees | 1-10 |
| Socials |
Key Contact at Professional Planning Services
Dorothy Kwok
Wealth Management Director
Professional Planning Services Email Formats
Professional Planning Services uses 1 email format. The most common is {first initial} (e.g., j@professionalplanningservices.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@professionalplanningservices.com | 100% |
About Professional Planning Services
We offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage. We apply a clear, well-defined and objective process by identifying your goals and planning for income in retirement. Thank you for visiting Professional Planning Services's page on LinkedIn. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. PPS reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent. No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with PPS. PPS's use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements. Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through Professional Planning Services. Professional Planning Services is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.
Professional Planning Services revenue & valuation
| Annual revenue | $1,542,426 |
| Revenue per employee | $386,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Professional Planning Services has never raised funding before.
Professional Planning Services Tech Stack
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