PDS Planning Inc.

EST. AUM
$1,792,287,557

CONTACTS
15

CLIENT ACCOUNTS
3,320

Firm Details

Metro area Columbus
CRD Number 106895
Website pdsplanning.com
Client types

Overview

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.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

PDS Planning Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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