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Our Story

Professional Planning Associates has been in the business of providing financial planning services since it was founded by Bernard Waters in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services.

In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country.  In September 2018, we joined Cetera Advisors LLC. We joined with Cetera because they are a medium sized Broker-Dealer with a reputation for good customer service including access to a network of people, services and support which allows us more time to focus on our clients and their interests.

We currently provide services for over 200 companies from 2 to 100 employees.  We have designed their first employee benefit plans and helped them grow.

Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans).  The total value of these accounts now exceeds 100 million dollars.

The firm consists of 7 advisors and a staff of 10 skilled, service oriented people.

You can be sure of good creative advice and courteous service in all your dealings with us.  We look forward to earning your respect and your business.

Please visit us at www.proplanners.org

Let Professional Planning Associates help you manage your assets and grow your business.
To schedule an appointment, or for more information, call us today at 215-875-8666

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