Professional Planning Associates

 Corporate, Estate and Financial Planning

More Than Half A Century of Financial Experience

A Name You Can Trust

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

  • 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 manage your future estate taxes?

At Professional Planning Associates, Inc., our financial consultants provide sound financial advice in all of these areas and more.


Our Clients Choose Us Because…

We Have More Than Half A Century of Financial Experience

In 1953, Bernard Waters opened a small life insurance firm. That business has grown, and more than a half century later, our company is a full-service firm offering Group Benefits, Personal Insurance, and Financial Planning services.

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You’ll Be In Good Company When You Do

We currently handle 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 Certifications and Licenses Mean You Can Trust Us

Our team consists of certified financial planners, insurance professionals and employee benefit profesionals 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 ready to talk about your financial planning needs? We are! Give us a call at 215.875.8666. We look forward to being the financial advisor you trust.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Professional Planning Associates are separate entities from LPL Financial.