Preferred Planning Associates

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

263 Regency Ridge Dr, Centerville, Ohio,...

Phone Number

(937) 610-5595

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Preferred Planning Associates

Preferred Planning Associates (PPA) is an independent and full-service team of financial planners based in Centerville, OH, dedicated to providing unbiased and objective financial advice. Their mission is to empower clients with financial knowledge and help them achieve their investment goals through personalized strategies. The firm emphasizes integrity, empathy, excellence, and stewardship, ensuring a strong foundation for their services. PPA serves individuals seeking to take control of their financial future and offers resources to enhance financial literacy.Explore more
Preferred Planning Associates's Social MediaPopular SearchesPreferred Planning Associatespreferred plan IncPreferred Planning AssocPreferred Planning Associates - Oxford, OHPreferred Planning & Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Preferred Planning Associates Org Chart

PhoneEmail
HB
United States flag for contact location.

Senior Administrative Manager

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preferred Planning Associ...

<$5M
1-10
Private
-
1990
HB
Heidi BringhurstSenior Administrative Manager
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

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Activity Insights

Preferred Planning Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Preferred Planning Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Preferred Planning Associates.

Preferred Planning Associates Tech Stack

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Frequently Asked Questions Regarding Preferred Planning Associates

What is Preferred Planning Associates's official website?
Preferred Planning Associates's official website is www.ppaohio.com
What is Preferred Planning Associates's Revenue?
Preferred Planning Associates's revenue is <$5 Million
What is Preferred Planning Associates's SIC code?
Preferred Planning Associates's SIC: 62,628
What is Preferred Planning Associates's NAICS code?
Preferred Planning Associates's NAICS: 52,523
How many employees does Preferred Planning Associates have?
Preferred Planning Associates has 1-10 employees
What industry does Preferred Planning Associates belong to?
Preferred Planning Associates is in the industry of: Finance, Securities Trading
What is Preferred Planning Associates competition?
Preferred Planning Associates top competitors include: Ratcliff Financial Services, Wealth Advisory Services, Reynolds Wealth Management, Fulcrum Wealth Advisors
What technology does Preferred Planning Associates use?
Some of the popular technologies that Preferred Planning Associates uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Preferred Planning Associates?
Preferred Planning Associates contact info: Phone number: (937) 610-5595 Website: www.ppaohio.com
What does Preferred Planning Associates do?

Preferred Planning Associates (PPA) is an independent and full-service team of financial planners based in Centerville, OH, dedicated to providing unbiased and objective financial advice. Their mission is to empower clients with financial knowledge and help them achieve their investment goals through personalized strategies. The firm emphasizes int... egrity, empathy, excellence, and stewardship, ensuring a strong foundation for their services. PPA serves individuals seeking to take control of their financial future and offers resources to enhance financial literacy.Read More

What are Preferred Planning Associates social media links?
Preferred Planning Associates Linkedin page Preferred Planning Associates Facebook page
Is Preferred Planning Associates a public company?
Preferred Planning Associates is private company therefore does not currently have an official ticker symbol
See more information about Preferred Planning Associates

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