Professional Planning Services

Professional Planning Services (CRD# 152702) is a financial advisory firm headquartered in Holbrook, NY. They manage $339,964,520 in 1,702 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $199,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MD, ME, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, VA, VT, WA

Financial Advisors at Professional Planning Services
Showing 1 - 10 of 15 top financial advisors.
1
Colette R. Bitzas
CRD#: 2040840
4250 Veterans Memorial Highway, Holbrook, NY 11741
96
Wealthminder
score

Colette Bitzas (CRD# 2040840) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 27 years of experience in the finance industry. Colette Bitzas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael I. Daszkal
CRD#: 4487886
2401 Nw Boca Raton Blvd., Boca Raton, FL 33431
93
Wealthminder
score

Michael Daszkal (CRD# 4487886) is an Investment Advisor Representative working at Professional Planning Services in Boca Raton, FL and has over 14 years of experience in the finance industry.

3
Louise D. Fallica
CRD#: 1375433
720, Smithtown Bypass - East Wing, Smithtown, NY 11787
93
Wealthminder
score

Louise Fallica (CRD# 1375433) is an Investment Advisor Representative working at Professional Planning Services in Smithtown, NY and has over 31 years of experience in the finance industry.

4
Kenneth W. Hauck
CRD#: 2129781
4250 Veterans Memorial Highway, Suite 100e, Holbrook, NY 11741
93
Wealthminder
score

Kenneth Hauck (CRD# 2129781) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 26 years of experience in the finance industry.

5
Patrick C. McGovern
CRD#: 2608205
4250 Veterans Memorial Highway, Suite 100e, Holbrook, NY 11741
93
Wealthminder
score

Patrick McGovern (CRD# 2608205) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 21 years of experience in the finance industry.

6
Donald W. Reidy
CRD#: 4668717
2401 Nw Boca Raton Blvd., Boca Raton, FL 33431
93
Wealthminder
score

Donald Reidy (CRD# 4668717) is an Investment Advisor Representative working at Professional Planning Services in Boca Raton, FL and has over 14 years of experience in the finance industry.

7
Philip N. Piedt
CRD#: 5532987
4250 Veterans Memorial Highway, Suite 100e, Holbrook, NY 11741
90
Wealthminder
score

Philip Piedt (CRD# 5532987) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 6 years of experience in the finance industry.

8
Samuel Rozzi
CRD#: 6603276
4250 Veterans Memorial Highway, Suite 100e, Holbrook, NY 11741
90
Wealthminder
score

Samuel Rozzi (CRD# 6603276) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has 1 year of experience in the finance industry.

9
Timothy R. Devlin
CRD#: 5642729
2401 Nw Boca Raton Blvd., Boca Raton, FL 33431
89
Wealthminder
score

Timothy Devlin (CRD# 5642729) is an Investment Advisor Representative working at Professional Planning Services in Boca Raton, FL and has over 3 years of experience in the finance industry.

10
Nicole E. Wood
CRD#: 6395898
4250 Veterans Memorial Highway, Suite 100e, Holbrook, NY 11741
87
Wealthminder
score

Nicole Wood (CRD# 6395898) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.