


PPS Advisors Email Formats
Financial Services • Bohemia, New York, United States • 11-20 Employees
PPS Advisors Email Formats
PPS Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@ppsadvisors.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ppsadvisors.com | 63.6% |
{first initial} | j@ppsadvisors.com | 18.2% |
{last name}{last name} | doedoe@ppsadvisors.com | 18.2% |
Key Contacts at PPS Advisors
Lawrence Passaretti
Chief Executive Officer & Chief Investment Officer
Colette Frey-Bitzas
Cfp, Mba, Director Of Financial Planning, Bfa, Cltc
David Mottes
Director Of Business Development
Company overview
| Headquarters | 4250 Veterans Memorial Hwy Ste 100E, Holbrook, NY 11741, US |
| Phone number | +16314394600 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Preservation, Succession Planning, Retirement Planning Strategies, Wealth Management, Wealth Transfer, Wealth Accumulation, Estate Planning, Insurance Consulting, Charitable Giving, Goal Planning, Education Planning And Funding |
| Founded | 2010 |
| Employees | 11-20 |
| Socials |
About PPS Advisors
We are PPS Advisors, a financial organization in Holbrook, NY. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Securities offered through American Portfiolios Financial Services Inc. (APFS) Member FINRA, SIPC. Investment Advisory services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. PPS is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
PPS Advisors has 12 employees across 3 departments.
Departments
Number of employees
Funding Data
PPS Advisors has never raised funding before.
PPS Advisors Tech Stack
Discover the technologies and tools that power PPS Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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