Insights

Acquisition Opportunity Following its recent acquisition by the Simplicity Group, Professional Planning Services presents an opportunity to offer integrated solutions that enhance its expanded service offerings and support the company's growth in the financial planning sector.

Partnership Expansion The company's partnership with Income For Life indicates a focus on retirement planning; this creates potential for cross-selling advanced insurance, income, and estate planning solutions tailored for retirees.

Technology Enhancement With a modern tech stack including Open Graph, JSON-LD, and Bootstrap, there is scope to introduce innovative digital tools and platforms that improve client engagement, data analytics, and personalization of financial plans.

Market Differentiation Operating within a competitive landscape alongside giants like Charles Schwab and Fidelity, Professional Planning Services can leverage its personalized, high-integrity approach to differentiate through specialized services or niche markets.

Growth Potential With revenue estimates between $1 million and $10 million and a recent strategic acquisition, there are significant opportunities to scale services, deepen client relationships, and introduce new financial products to increase market share.

Similar companies to Professional Planning Services

Professional Planning Services Tech Stack

Professional Planning Services uses 8 technology products and services including Duda, RequireJS, Infinite Scroll, and more. Explore Professional Planning Services's tech stack below.

Duda
Content Management System
RequireJS
Javascript Frameworks
Infinite Scroll
Javascript Libraries
parallax.js
Javascript Libraries
Swiper
Javascript Libraries
YouTube
Video Players
GoDaddy
Web Hosting
Sitelinks Search Box
Web Tools And Plugins

Media & News

Professional Planning Services's Email Address Formats

Professional Planning Services uses at least 1 format(s):

Professional Planning Services Email Formats	Example	Percentage
First@professionalplanningservices.com	John@professionalplanningservices.com	83%
First.Last@professionalplanningservices.com	John.Doe@professionalplanningservices.com	9%
FLast@professionalplanningservices.com	JDoe@professionalplanningservices.com	8%

Frequently Asked Questions

What is Professional Planning Services's phone number?

You can contact Professional Planning Services's main corporate office by phone at

+1-732-302-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Professional Planning Services's official website and social media links?

Professional Planning Services's official website is professionalplanningservices.com and has social profiles on LinkedIn.

What is Professional Planning Services's NAICS code?

Professional Planning Services's NAICS code is 52 - Finance and Insurance.

How many employees does Professional Planning Services have currently?

As of July 2026, Professional Planning Services has approximately 1 employees across 1 continents, including North America. Key team members include Partner-Eagle Team: C. C.. Explore Professional Planning Services's employee directory with LeadIQ.

What industry does Professional Planning Services belong to?

Professional Planning Services operates in the Financial Services industry.

What technology does Professional Planning Services use?

Professional Planning Services's tech stack includes DudaRequireJSInfinite Scrollparallax.jsSwiperYouTubeGoDaddySitelinks Search Box.

What is Professional Planning Services's email format?

Professional Planning Services's email format typically follows the pattern of First@professionalplanningservices.com. Find more Professional Planning Services email formats with LeadIQ.

Professional Planning Services

Q: What technology does Professional Planning Services use?

Professional Planning Services's tech stack includes RSS, Infinite Scroll, HTTP/3, Site Kit, Cloudflare Bot Management.

Q: What is Professional Planning Services's NAICS code?

Professional Planning Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States1 Employees

Professional Planning Services is a financial services firm located in Somerset, New Jersey, United States, offering full-service financial planning. The firm provides education and guidance to help clients identify objectives, devise strategies, and make informed decisions to pursue their financial goals, with services spanning life and health insurance planning, tax planning, education funding, retirement income protection, and estate planning. The company emphasizes integrity and professionalism in its client relationships. It operates as a very small organization, with 0-1 employees. Notable recent developments include a 2023 partnership with Income For Life and a 2025 acquisition by Simplicity Group; revenue is reported in the range of $1 million to $10 million.