PS&E Plan to Prosper
Financial Services • 
Fairport, New York, United States • 1-10 Employees
Company overview
| Headquarters | 481 Penbrooke Dr, Suite 3B, Penfield, New York 14526, US |
| Phone number | +15855058663 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Investment Planning, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 1998 |
| Employees | 1-10 |
Key Contact at PS&E Plan to Prosper
Kevin Stepanoff
Owner/Financial Planner
About PS&E Plan to Prosper
PS&E LLC Plan to Prosper is a financial planning firm based in Rochester, NY. We work with business owners, corporate executives and retirees to manage their wealth through advanced estate, investment and tax strategies. Our mission is to be an enduring financial services organization structured to honor the promises made to our clients over generations. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network . The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html PS&E LLC Plan to Prosper is located at 481 Penbrooke Dr, Suite 3B Penfield, NY 14526 (585) 559-5408
PS&E Plan to Prosper revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
PS&E Plan to Prosper has never raised funding before.
Spain
United Kingdom
Frequently asked questions
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