At Professional Planning Associates, Inc., we have been in the business of providing financial planning services ever since entrepreneur Bernard Waters opened a small life insurance firm in 1953. Over half a century later, our company has grown to become a full service firm offering Life, Health and Disability programs as well as Pension, Estate and Investment Planning services. We currently handl
e more than a thousand accounts, including individuals and family-run businesses just like ours. Our clients are insured for over $100 million, and we manage more than 250 retirement and personal accounts with a value exceeding $50 million. Our team consists of certified financial planners, insurance professionals and employee benefit experts to help you meet a wide range of financial goals. We also have access to a seasoned staff of lawyers, accountants, actuaries and other experts as needed.
• Are you concerned about the cost of your employee benefit plans?
• Need advice on setting up your company’s retirement plan?
• Wondering where you should be investing your money?
• Looking for creative ways to minimize your future estate taxes? At Professional Planning Associates, our financial consultants provide sound financial advice in all of these areas and more. Services:
Employee Benefits, Business Planning, Estate Planning, Educational Planning, Retirement Planning, Financial Planning. For more information on our products and services and for a list of states we are registered to do business in, please visit www.proplanners.org or theCetera LLC. registered representatives associated with this page may only discuss and or transact business with ---- residents of the following states: PA, NY, NJ, DE, MD,VA,FLA, CA, CO, CT
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Third Party posts found on this profile do not reflect the views of Cetera Advisors and have not been reviewed by Cetera Advisors as to accuracy or completeness.
