Why Choose Professional Planning Associates, Inc.?

We’re Experienced.

Our Financial professionals have been providing Financial planning services for over 50 years.

We’re Responsive.

Whenever you need us, we’ll be there for you. It doesn’t matter if it’s not your regular quarterly review time. If you have any concerns, we encourage you to call.

We’re Flexible.

Clients expect strong recommendations from us and we provide them, but we also present alternative ways to work towards your goals.

We’re Creative.

There are many ways to approach a challenge, and with our exceptional knowledge of Financial planning, insurance planning and employee benefits, we can be very creative in finding your solution.

We’re Just the Right Size.

We’re bigger than the small firms so we can offer more services and buying power, yet smaller than the big firms so you always get our personal attention.

We’re Passionate Advisors.

We’re passionate about giving you the best possible Financial advice.

We’re Knowledgeable.

With our commitment to continuing our education, you can be assured we use the most cutting edge techniques to pursue your Financial goals.

Free to all Clients.

Every business has a need at various times for professional HR guidance and knowledge. Each and every client has free access to HR360 which is the premier online HR library featuring the most current federal and state laws and updates plus step-by-step guidelines for compliance as well as how to hire, interview and terminate employees. For further information, go to www.hr360.com.

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

Securities and Retirement plan and advisory Services offered through  Cetera Advisors, a Registered Investment Advisor. Member FINRA/SIPC. Professional Planning Associates is a separate entity from Cetera Advisors.