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We have been in the business of providing Financial services since 1953. You can be sure of good creative advice and courteous service in all your dealings with us |
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 About
Us
At Professional Planning Associates, Inc., we have been in the business of providing Financial 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 handle more than a thousand accounts, including individuals and family-run businesses just like ours. Our clients are insured for over $250 million, and we manage more than 250 retirement and personal accounts with a value exceeding $50 million. Our team consists of certified Financial planner professionals, 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?
At Professional Planning Associates, our Financial consultants provide sound Financial advice in all of these areas and more. We look forward to being the Financial team you trust. Let
Professional Planning Associates help you protect
To schedule an appointment, or for more
information,
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Securities & Financial Planning offered through LPL Financial, Member
FINRA/SIPC |
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