Professional Planning Associates

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

23 Brunswick Woods Dr, East Brunswick, N...

Phone Number

(601) 362-9000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Professional Planning Associates

Professional Planning Associates, Inc. offers a comprehensive suite of financial services including financial planning, asset management, group benefits, and personal insurance. Their client-centric approach focuses on building strong relationships to understand individual goals and values, ensuring tailored strategies for financial growth and stability. The company serves both individuals looking to preserve and grow their assets and business owners seeking to attract and retain employees. Guided by a holistic philosophy, PPA emphasizes treating clients like family and providing sound advice rooted in a legacy of trust.Explore more
Professional Planning Associates's Social MediaPopular SearchesProfessional Planning Associates IncProfessional Planning AssociatesProfessional Planning Association IncProfessional Planning AssocDavid WatersSIC Code 62,628NAICS Code 52,523Show more

Professional Planning Associates Org Chart

PhoneEmail
MW
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Chief Operating Officer

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JW
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Planning Ass...

<$5M
1-10
Private
-
2003
MW
Meredith WatersChief Operating Officer
$7.4M
1-10
Private
-
1920
KM
Kira McgoffOffice Assistant
<$5M
11-50
Private
<$5M
2013
<$5M
1-10
Private
<$5M
-
SL
Sharlene LugiaiClient Service Manager
<$5M
1-10
Private
-
2011
MC
Michael CrossInvestment Advisor & Representative
<$5M
1-10
Private
-
-
CL
Cameron LewandowskiRegistered Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Professional Planning Associates Tech Stack

A closer look at the technologies used by Professional Planning Associates

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Frequently Asked Questions Regarding Professional Planning Associates

What is Professional Planning Associates's official website?
Professional Planning Associates's official website is www.proplanners.org
What is Professional Planning Associates's Revenue?
Professional Planning Associates's revenue is <$5 Million
What is Professional Planning Associates's SIC code?
Professional Planning Associates's SIC: 62,628
What is Professional Planning Associates's NAICS code?
Professional Planning Associates's NAICS: 52,523
How many employees does Professional Planning Associates have?
Professional Planning Associates has 1-10 employees
What industry does Professional Planning Associates belong to?
Professional Planning Associates is in the industry of: Finance, Insurance, Securities Trading
What is Professional Planning Associates competition?
Professional Planning Associates top competitors include: Insurance Planning, Bayfront Benefit Solutions, Cross Financial, T A Holland
What technology does Professional Planning Associates use?
Some of the popular technologies that Professional Planning Associates uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact Professional Planning Associates?
Professional Planning Associates contact info: Phone number: (601) 362-9000 Website: www.proplanners.org
What does Professional Planning Associates do?

Professional Planning Associates, Inc. offers a comprehensive suite of financial services including financial planning, asset management, group benefits, and personal insurance. Their client-centric approach focuses on building strong relationships to understand individual goals and values, ensuring tailored strategies for financial growth and stab... ility. The company serves both individuals looking to preserve and grow their assets and business owners seeking to attract and retain employees. Guided by a holistic philosophy, PPA emphasizes treating clients like family and providing sound advice rooted in a legacy of trust.Read More

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

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