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Professional Planning Services Logo
Professional Planning Services Growth Score
79
CB Rank
807715
Heat Score
30
Professional Planning Services offers an array of financial solutions such as college planning, life insurance, legacy and estate planning.
Acquired by
Simplicity Group Logo
Simplicity Group
Founded
obfuscation
Private Cream Ridge, New Jersey, United States1-10 professionalplanningservices.com/
Consulting
Financial Services
Personal Finance
Overview

Professional Planning Services
Growth Score
79
Heat Score
30

Growth Score79
-5 pts
in past quarter
Heat Score 30
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Professional Planning Services

CB Rank
807715
Professional Planning Services offers an array of financial solutions such as college planning, life insurance, legacy and estate planning.
Acquired by
Simplicity Group Logo
Simplicity Group
Founded
obfuscation
Private Cream Ridge, New Jersey, United States1-10 professionalplanningservices.com/
Consulting
Financial Services
Personal Finance

Details

Sub-Organization of 
Simplicity Group Logo
Simplicity Group
Also Known As PPS
Operating Status Active
Company Type For Profit
Phone Number +1 732-302-1810
Contact Email info@professionalplanningservices.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning and Advisory Services
Provides personalized financial planning and advisory services to individuals, families, and business owners to help them make informed financial decisions.
Retirement Planning
Assists clients in preparing for retirement by developing strategies to grow and protect retirement assets and manage income streams.

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Financials

M&A Details

Professional Planning Services was acquired by Simplicity Group on
obfuscation
.
Transaction Name 
Professional Planning Services acquired by Simplicity Group Logo
Professional Planning Services acquired by Simplicity Group
Acquired by 
Simplicity Group Logo
Simplicity Group
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•Sep 17, 2025
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News•Sep 17, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$436.6KThis year, Professional Planning Services is projected to spend $436.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Voodoo Logo
Voodoo
100
Business Credit Cards Logo
Business Credit Cards
94
Faster Development Cycles Logo
Faster Development Cycles
93

Actively Used Products

20Professional Planning Services uses 20 technology products and services including HTML5, DigiCert, and  Amazon Route 53, according to G2 Stack.

Active Website Tech Count

4Professional Planning Services is actively using 4 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Professional Planning Services's headquarters? Professional Planning Services is located in Cream Ridge, New Jersey, United States.Who are Professional Planning Services's competitors? Alternatives and possible competitors to Professional Planning Services may include Edward Jones, Northwestern Mutual, and  New York Life Insurance.
Who We Are
What We Do
Helpful Links
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