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Cfp® Jamie Menges

Shareholder, Certified Financial Planner™, CPA at PDS Planning

  • LinkedIn

Email Email: j****@pdsplanning.com

phone noPhone Number: (***)-***-****

At PDS, I work to simplify complex financial planning challenges for clients. Very importantly, we are a flat-fee firm, meaning we charge our clients for the work we do, not the amount of...

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PDS PLANNING

PDS PLANNING

  • description Description
    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...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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PDS Planning Org Chart and Mapping

Employees

Luke Babner

Client Relationship Manager

Laurie Licata

Certified Financial Planner

Beth McCampbell

Financial Planning Analyst

Kurt Brown

Chief Investment Officer

Allison Brockman

Customer Service Specialist

Cfp® Jamie Menges

Shareholder, Certified Financial Planner™, CPA

Frequently Asked Questions Regarding Cfp® Jamie Menges

Answer: Cfp® Jamie Menges works for PDS Planning as Shareholder, Certified Financial Planner™, CPA

Answer: Cfp® Jamie Menges’s role in PDS Planning is Shareholder, Certified Financial Planner™, CPA

Answer: Cfp® Jamie Menges's email address is j***@gmail.com

Answer: Cfp® Jamie Menges's business email address is j****@pdsplanning.com

Answer: Cfp® Jamie Menges’s direct phone number is (***)-***-****

Answer: Cfp® Jamie Menges works in the industry of: Financial Services

Answer: Cfp® Jamie Menges is the current Shareholder, Certified Financial Planner™, CPA at PDS Planning.... Read More

Answer: Cfp® Jamie Menges works PDS Planning located at 475 Metro Pl N, Dublin, Ohio, 43017, United States

Answer: PDS Planning's Shareholder, Certified Financial Planner™, CPA is Cfp® Jamie Menges

Answer: Cfp® Jamie Menges contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@pdsplanning.com

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