Professional Planning Associates, Inc.

Professional Planning Associates, Inc. We have been in the financial services business for over 70 years using a holistic approach. We look forward to being the financial advisor you trust.

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.

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Love, identity, and authenticity deserve to be celebrated—today and every day. 🌈This Pride Month, we recognize and honor...
06/02/2026

Love, identity, and authenticity deserve to be celebrated—today and every day. 🌈

This Pride Month, we recognize and honor the LGBTQ+ community for the strength, courage, and joy they bring to every space they’re part of.

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Big dreams start small 💙This 5/29 Day, we’re celebrating the power of planning ahead. A 529 plan can help turn today’s l...
05/29/2026

Big dreams start small 💙
This 5/29 Day, we’re celebrating the power of planning ahead. A 529 plan can help turn today’s little moments into tomorrow’s big opportunities.

Let’s build their future!

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.re—together.

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled e...
05/28/2026

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled examples, and lived experiences.

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/23/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

Happy World Bee Day! 🐝 Did you know that nearly 75% of our food crops rely to some extent on pollination, primarily by ...
05/20/2026

Happy World Bee Day! 🐝 Did you know that nearly 75% of our food crops rely to some extent on pollination, primarily by bees? Without them, food production would be vastly more difficult and expensive. Today, we celebrate our tiny heroes and their partnership that sustains us all. Let’s protect their habitats and secure our future! 🌱🌍

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

190 N Independence Mall W, Suite 602
Philadelphia, PA
19106

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12158758666

Website

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