About us
Business highlights
40 years of trusted experience
Services we offer
Services we don't offer
Amenities
Free Estimates
YesAccepted payment methods
Reviews
5.04 Reviews
Showing 1-4 of 4 reviews
Ovidiu C.
05/2014
internet service, financial advisor
 + 0 moreThey weren't able to perform the job I needed done, but he was very honest. He gave me some suggestions in the right kind of company to contact. He was very quick to return my phone call and it was a very pleasant experience.
Description of Work: They did not perform any services but they pointed me in the right direction.
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Yes, I recommend this pro
Richard M.
06/2013
financial advisor
 + -1 moreVery professional
Description of Work: Introductory meeting
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Yes, I recommend this pro
LOIS H.
03/2012
financial advisor
 + -1 moreI would use them again in the future.
Description of Work: We did a lot of state planning. I go there for taxes.
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Yes, I recommend this pro
LOIS H.
08/2008
financial advisor
 + -1 moreI go every three months to find out whats happening in the market. They charge a percentage of your assesses if you decide to go with them, otherwise there are no charges for just consolations. I am happy with them and highly recommend them.
Description of Work: They explain how different financial plans work and give advice on individual financial planning.
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Yes, I recommend this pro
Contact information
2200 W. 5th Avenue, Columbus, OH 43215
www.pdsplanning.comService hours
Sunday:
ClosedMonday:
7:30 AM - 5:00 PMTuesday:
7:30 AM - 5:00 PMWednesday:
7:30 AM - 5:00 PMThursday:
7:30 AM - 5:00 PMFriday:
7:30 AM - 12:00 PMSaturday:
ClosedLicensing
Eco-friendly Accreditations
LEED Accredited Professional
No
Energy Star Partner
No
EPA Lead-Safe Certified
No
Use Green Products or Work Practices
Yes
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.
*Contact business to see additional licenses.
Service Categories
Financial Planning,
Internet Service
FAQ
PDS PLANNING INC is currently rated 5 overall out of 5.
Sunday: Closed
Monday: 7:30 AM - 5:00 PM
Tuesday: 7:30 AM - 5:00 PM
Wednesday: 7:30 AM - 5:00 PM
Thursday: 7:30 AM - 5:00 PM
Friday: 7:30 AM - 12:00 PM
Saturday: Closed
PDS PLANNING INC accepts the following forms of payment: Check
Yes, PDS PLANNING INC offers free project estimates.
Yes, PDS PLANNING INC offers eco-friendly accreditations.
No, PDS PLANNING INC does not offer a senior discount.
No, PDS PLANNING INC does not offer emergency services.
No, PDS PLANNING INC does not offer warranties.
PDS PLANNING INC offers the following services: We offer a complete range of planning and advisory services, including investments advisory, retirement planning, tax planning, estate planning, and education planning. We work with small business owners and their unique needs. We have done a lot of work with stock options for our corporate executive clients. Our investment services include a wide array of strategies, and are tailored to each unique client situation.
We do not prepare tax returns. We are not attorneys, therefore we do not prepare legal documents.
Contact information
2200 W. 5th Avenue, Columbus, OH 43215
www.pdsplanning.comService hours
Sunday:
ClosedMonday:
7:30 AM - 5:00 PMTuesday:
7:30 AM - 5:00 PMWednesday:
7:30 AM - 5:00 PMThursday:
7:30 AM - 5:00 PMFriday:
7:30 AM - 12:00 PMSaturday:
Closed