What departments does Professional Planning Services have?

Professional Planning Services has employees across 1 departments including Administrative.

What is the largest department at Professional Planning Services?

The largest department at Professional Planning Services is Administrative with 1 employees.

Where are Professional Planning Services employees located globally?

Professional Planning Services has employees across 1 continents and 1 countries including United States Of America.

How has Professional Planning Services's team size changed over time?

Professional Planning Services's team has remained stable from approximately 3 to 3 employees based on available data.

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Professional Planning Services Employee Directory

Financial ServicesNew Jersey, United States0-1 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.

Professional Planning Services Global Highlights

North America
12

United States Of America
12

Professional Planning Services's Leadership

K. L.
Chief Information Officer
Mobile Phone
Email
C. L.
President
Mobile Phone
Email
P. K.
President
Mobile Phone
Email
C. C.
Partner-Eagle Team
Mobile Phone
Email
S. E.
Owner
Mobile Phone
Email
M. S.
Prin
Mobile Phone
Email
N. A.
Administrative Secretary
Mobile Phone
Email

Professional Planning Services Employee Metrics

100%

50%

2026

2025

Banking
Business
Information Technology
Accounting
Administrative
Other

Contact profiles from Professional Planning Services

Name

Title

Contact Info

Location

Last Update

K. L.
Chief Information Officer
Mobile Phone
Email
United StatesNew Jersey
Jun 02, 2026
C. C.
Partner-Eagle Team
Mobile Phone
Email
Aug 01, 2024
C. L.
President
Mobile Phone
Email
United StatesNew York
Dec 31, 2024
P. K.
President
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
S. E.
Owner
Mobile Phone
Email
United StatesKansas
Oct 17, 2024
M. S.
Prin
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
N. A.
Administrative Secretary
Mobile Phone
Email
United StatesNew York
Aug 03, 2024

Frequently Asked Questions

What is Professional Planning Services known for?

Professional Planning Services operates in the Financial Services industry. The company's main headquarters is located in Somerset, New Jersey United States; you can contact the main corporate office by phone at

+1-732-302-****

. Explore Professional Planning Services's company overview page for more information.

What is Professional Planning Services's most common email format?

Professional Planning Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Planning Services email formats with LeadIQ.

How many employees does Professional Planning Services have currently?

Professional Planning Services has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Professional Planning Services's key employees and leadership?

As of February 2026, Professional Planning Services's key employees include:

Chief Information Officer: K. L.
President: C. L.
President: P. K.
Partner-Eagle Team: C. C.
Owner: S. E.

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Professional Planning Services Employee Directory

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