PDS Planning

Pds Planning

Financial Services, 475 Metro Pl N, Dublin, Ohio, 43017, United States, 11-50 Employees

pdsplanning.com

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phone no Phone Number: +16*********

Who is PDS PLANNING

On the one hand, there are banks: conservative, impersonal, and far from forward thinking. Banks are unspectacular in every way, including the returns you can expect from your investments...

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  • 475 Metro Pl N, Dublin, Ohio, 43017, United States Headquarters: 475 Metro Pl N, Dublin, Ohio, 43017, United States
  • 1985 Date Founded: 1985
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from PDS PLANNING

PDS Planning Org Chart and Mapping

Employees

Beth McCampbell

Financial Planning Analyst

Allison Brockman

Customer Service Specialist

Kurt Brown

Chief Investment Officer

Laurie Licata

Certified Financial Planner

Cfp® Jamie Menges

Shareholder, Certified Financial Planner™, CPA

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Frequently Asked Questions Regarding PDS Planning

Answer: PDS Planning's headquarters are located at 475 Metro Pl N, Dublin, Ohio, 43017, United States

Answer: PDS Planning's phone number is +16*********

Answer: PDS Planning's official website is https://pdsplanning.com

Answer: PDS Planning's revenue is $10 Million to $25 Million

Answer: PDS Planning's SIC: 6282

Answer: PDS Planning's NAICS: 523930

Answer: PDS Planning has 11-50 employees

Answer: PDS Planning is in Financial Services

Answer: PDS Planning contact info: Phone number: +16********* Website: https://pdsplanning.com

Answer: On the one hand, there are banks: conservative, impersonal, and far from forward thinking. Banks are unspectacular in every way, including the returns you can expect from your investments. No one is happy with the service they get from their bank. And after the financial debacle of the past decade, banks have lost credibility, respect and the public's trust. On the other hand, there are brokerage houses: more worldly. Pricier, perhaps. They deal with complicated financial instruments. They have become experts in "taking risk." And after the financial debacle of the past decade, they too have lost credibility, respect and the public's trust. Stuck in the middle is the "earnest investor." The person who recognizes the value of having a plan, and who yearns for more than a bank - but is too nervous, or uninformed, or untrusting, to feel comfortable at a big brokerage house. This is our opportunity - our market - the people we want to help. We are not affiliated with any broker, bank, accounting firm, law firm or insurance company. We are accountable only to our clients and have only their best interests at heart, fully embracing the concept of fiduciary responsibility. We are consistently ranked among the top fee-only financial planning firms in central Ohio*. And were recognized as one of the top independent fee-only wealth management firms in the country**.

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