Preferred Planning Associates

www.ppaohio.com

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.

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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.

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Country

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State

Ohio

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City (Headquarters)

Centerville

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Co - Owner

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • President / Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

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