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    Preferred Planning Associates

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    Description

    • We are an association of experienced, independent financial advisors currently located throughout Ohio. Practices include fee-based services such as financial planning and account management, as well as commissioned products and related services. Though spread over a large geographic area, our team maintains an effective spirit of cooperation and collaboration. Clients appreciate knowing that their advisor is part of something larger, but local. Advisors appreciate our flexibility in balancing autonomy and support, and the availability of colleagues for consultation regarding all aspects of their practice. Our broker/dealer, Cambridge Investment Research, Inc., has won Investment Advisor Magazine's Broker/Dealer of the Year Award for their division on several occasions, and consistently achieves high scores in an annual Rep/Advisor satisfaction survey. Cambridge has no proprietary products, and works with many different companies and clearing firms to provide a wide variety of available products and services. This enables our advisors to be truly objective in their work with clients.For career opportunities, please visit us at www.ppaohio.com.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Preferred Planning Associates are not affiliated companies.
    • location

      Headquarters:263 Regency Ridge Drive , Centerville, Ohio, United States

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    • Preferred Planning Associates phone

      Phone Number: +1 937-610-5595

    • Preferred Planning Associates website

      Website: https://www.ppaohio.com

    • Preferred Planning Associates employees

      Employees:7

    • Preferred Planning Associates revenue

      Revenue:$1 - 10M

    • Preferred Planning Associates legal name

      Legal Name:Preferred Planning Associates

    • Preferred Planning Associates's Social Media

      Preferred Planning Associates linkedin
    • done Is this data correct?

    • |  NAICS Code: 541611  |

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    Person level website identification

    Co-Owner for Preferred Planning Associates

    Becky Kirkland

    Co-Owner

    Person level website visitor identification

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    View Employees

    Becky Kirkland

    Co-Owner

    Janet Zakrocky

    Owner

    Frequently Asked Questions regarding Preferred Planning Associates

    • Where are Preferred Planning Associates's Headquarters?

      Preferred Planning Associates's Headquarters are in 263 Regency Ridge Drive ,Centerville,Ohio,United States

    • What is Preferred Planning Associates's phone number?

      Preferred Planning Associates's phone number is +1 937-610-5595

    • What is Preferred Planning Associates's official website?

      Preferred Planning Associates's official website is https://www.ppaohio.com

    • What is Preferred Planning Associates's Revenue?

      Preferred Planning Associates's revenue is $1 - 10M

    • What is Preferred Planning Associates's NAICS code?

      Preferred Planning Associates's NAICS code is 541611

    • How many employees are working in Preferred Planning Associates

      Preferred Planning Associates has 7 employees

    • What is Preferred Planning Associates's Industry?

      Preferred Planning Associates is in the industry of Financial Services

    • Who is Preferred Planning Associates's Co-Owner?

      Preferred Planning Associates's Co-Owner is Becky Kirkland

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