Company profile
Playfair Planning
Guiding your financial journey, Playfair Planning is a holistic financial firm in New York City providing peace of mind.
- Industry
- Financial Services
- Employees
- 12
- Headquarters
- Brooklyn, New York
- Founded
- 1996
- LinkedIn followers
- 376
- Office locations
- 1
Playfair Planning company summary
Playfair Planning is a company in the Financial Services industry, headquartered in Brooklyn, New York, founded in 1996. On LinkedIn the company has around 12 employees and 376 followers.
What technology does Playfair Planning use?
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About Playfair Planning
Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth. Let us guide you through complex financial challenges to achieve your long-term goals. Our tailored service goes far beyond that of a typical financial planner. Our logo reminds us to spread our wings to reach higher heights and embodies our commitment to continuously go the extra mile for each of our clients. Doves are intimately aware of their environment and demonstrate a highly developed sense of presence. Our founder, Kim Bourne, has been made keenly aware of the unplanned challenges that life brings and the importance of being financially prepared for the unforeseen and has made it her mission to help her clients do just that. Wherever you are along your financial journey, we provide an integrated approach to travel the distance alongside you. The Playfair Planning team works hard to make your financial dreams a reality. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Where is Playfair Planning located?
Playfair Planning lists 1 location.
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Playfair Planning playfairplanning.com | Financial Services | 12 | 1996 | Brooklyn, New York |
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Frequently asked questions about Playfair Planning
What does Playfair Planning do?
Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth. Let us guide you through complex financial challenges to achieve your long-term goals. Our tailored service goes far beyond that of a typical financial planner. Our logo reminds us to spread our wings to reach higher heights and embodies our commitment to continuously go the extra mile for each of our clients. Doves are intimately aware of their environment and demonstrate a highly developed sense of presence. Our founder, Kim Bourne, has been made keenly aware of the unplanned challenges that life brings and the importance of being financially prepared for the unforeseen and has made it her mission to help her clients do just that. Wherever you are along your financial journey, we provide an integrated approach to travel the distance alongside you. The Playfair Planning team works hard to make your financial dreams a reality. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
How many employees does Playfair Planning have?
Playfair Planning has around 12 employees on LinkedIn.
Where is Playfair Planning headquartered?
Playfair Planning is headquartered in Brooklyn, New York.
When was Playfair Planning founded?
Playfair Planning was founded in 1996.
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