85
55
Growth Score 85 in past quarter
0 pts
Heat Score 55 in past quarter
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Preferred Planning Associates is a team of financial planners who offer unbiased, objective advice.
- Becky Kirkland: Co-Owner & VP
- James Kirkland: President & Financial Advisor
About the Company
Preferred Planning Associates is an independent and full-service team of financial planners offering unbiased and objective advice. Their vision is to be your premier financial planning team, offering personalized solutions for your current needs and long-term investment goals. Clients appreciate knowing that their advisor is part of something
larger, but local. Advisors appreciate their flexibility in balancing autonomy and support and the availability of colleagues for consultation regarding all aspects of their practice.
Women Founded