PDS Planning, Inc.

PDS Planning, Inc.

Financial-Services

Dublin, Ohio
United States
Company Tagline

Financial Advice that Enhances Your Wealth, Not Ours.

Industry Category
Financial-Services
Company Description

PDS Planning, Inc. is a leading financial services firm dedicated to enhancing the wealth of its clients through personalized and comprehensive financial advice. With a commitment to fiduciary responsibility, PDS Planning, Inc. operates independently, ensuring that client interests always come first. The firm's approach to financial planning is designed to provide a superior alternative to traditional banks and brokerage houses, offering tailored solutions for individuals seeking expert guidance and trustworthy service.

PDS Planning, Inc. specializes in a wide range of financial services, including portfolio management, executive compensation strategies, insurance analysis, college funding, and comprehensive financial planning. By focusing on these key areas, PDS Planning, Inc. delivers holistic and effective strategies that address the unique needs and goals of each client. Located at 475 Metro Pl S, Suite 460, Dublin, Ohio 43017, US, PDS Planning, Inc. is well-positioned to serve clients with integrity and professionalism.

With a long-standing presence in the financial services industry since its founding in 1985, PDS Planning, Inc. has established a reputation for excellence and client satisfaction. The firm’s dedication to providing unbiased advice and personalized service sets it apart, making PDS Planning, Inc. a trusted partner for individuals looking to achieve their financial objectives. We invite the manager of PDS Planning, Inc. to create a customized and exclusive company showcase and product listing on our platform to further enhance its visibility and reach.

PDS Planning, Inc. est une société leader de services financiers dédiée à l'amélioration du patrimoine de ses clients grâce à des conseils financiers personnalisés et complets. Avec un engagement envers la responsabilité fiduciaire, PDS Planning, Inc. opère de manière indépendante, garantissant que les intérêts des clients passent toujours en premier. L'approche de la société en matière de planification financière est conçue pour offrir une alternative supérieure aux banques et aux maisons de courtage traditionnelles, en proposant des solutions sur mesure aux personnes recherchant des conseils d'experts et un service fiable.

PDS Planning, Inc. est spécialisée dans une large gamme de services financiers, notamment la gestion de portefeuille, les stratégies de rémunération des dirigeants, l'analyse des assurances, le financement des études et la planification financière complète. En se concentrant sur ces domaines clés, PDS Planning, Inc. propose des stratégies holistiques et efficaces qui répondent aux besoins et aux objectifs uniques de chaque client. Située au 475 Metro Pl S, Suite 460, Dublin, Ohio 43017, États-Unis, PDS Planning, Inc. est bien positionnée pour servir ses clients avec intégrité et professionnalisme.

Forte d'une présence de longue date dans le secteur des services financiers depuis sa création en 1985, PDS Planning, Inc. s'est forgé une réputation d'excellence et de satisfaction client. Le dévouement de la société à fournir des conseils impartiaux et un service personnalisé la distingue, faisant de PDS Planning, Inc. un partenaire de confiance pour les personnes cherchant à atteindre leurs objectifs financiers. Nous invitons le directeur de PDS Planning, Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore sa visibilité et sa portée.

Key Personnel / Employees
Rita Itsell Alyssa Troyer Kevin Doll MS CFP® Jimmy Rogers CFP®

Compare Companies Side by Side

Compare PDS Planning, Inc. with 3 companies in Financial-Services

4 Companies
Comparison Field
PDS Planning, Inc.
PDS Planning, Inc.
Main Company
Cox Capital Management
Cox Capital Manageme...
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SteelPeak Wealth
SteelPeak Wealth
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Rall Capital Management
Rall Capital Managem...
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Founded Year
1997 2012 2004
Company Size
2-10 11-50 2-10
City
Dublin, Ohio Andover, MA Woodland Hills, CA Rockledge, Florida
Country
United States United States United States
Skills & Keywords Comparing with main company
8 Total Skills
Financial Planning Portfolio Management Wealth Management Investment Advice Retirement Planning Insurance Analysis Executive Compensation College Funding
2 Total 2 Unique
Unique Skills:
Financial Advising Investment Management
17 Total 1 Common 16 Unique
Match 13%
Common Skills:
Wealth Management
Unique Skills:
Alternative Investments Cash flow analysis Cash Flow Strategies Charitable Giving Disability Fixed Insurance Solutions +10
7 Total 1 Common 6 Unique
Match 13%
Common Skills:
Retirement Planning
Unique Skills:
Budgeting & Cash Flow Comprehensive Financial Planning Estate Planning Investment Management Medicare & Social Security Expertise Tax Strategies
4
Total Companies
1997
Oldest Founded
1
Countries
30
Unique Skills

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Alternative Company Names

This company is also known as

PDS Planning Inc.