Asset Planning Services, Ltd.
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- Asset Planning Services, Ltd. is a fee-based wealth management firm that provides financial planning, investment planning, income tax planning, risk management and estate planning services to employees and retirees of Merck & Co., Inc. Our services are fee-based. Our advice and recommendations are objective, relevant and applicable to your unique situation. We use a team approach to serving our clients, and we maintain a keen awareness of always providing a high quality client service experience. The firm's professional staff credentials include academic degrees and professional designations of Master of Science in Personal Financial Planning (MS), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Employee Benefit Specialist (CEBS), Certified Public Accountant (CPA), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). We serve clients throughout the United States. Registered Investment Advisor with the Securities and Exchange Commission. We manage over $800 million dollars of private client money.
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Headquarters:162 Main Street Po Box 164, Harleysville, Pennsylvania, United States
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Phone Number: +1 215-256-4600
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Employees:14
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Revenue:$1 - 10M
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Legal Name:Asset Planning Services, Ltd.
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Asset Planning Services, Ltd.'s Social Media
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| NAICS Code: 561499 |
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Frequently Asked Questions regarding Asset Planning Services, Ltd.
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Where are Asset Planning Services, Ltd.'s Headquarters?
Asset Planning Services, Ltd.'s Headquarters are in 162 Main Street Po Box 164,Harleysville,Pennsylvania,United States
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What is Asset Planning Services, Ltd.'s phone number?
Asset Planning Services, Ltd.'s phone number is +1 215-256-4600
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What is Asset Planning Services, Ltd.'s official website?
Asset Planning Services, Ltd.'s official website is https://www.assetplanningservices.com
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What is Asset Planning Services, Ltd.'s Revenue?
Asset Planning Services, Ltd.'s revenue is $1 - 10M
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What is Asset Planning Services, Ltd.'s NAICS code?
Asset Planning Services, Ltd.'s NAICS code is 561499
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How many employees are working in Asset Planning Services, Ltd.
Asset Planning Services, Ltd. has 14 employees
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What is Asset Planning Services, Ltd.'s Industry?
Asset Planning Services, Ltd. is in the industry of Financial Services
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Who is Asset Planning Services, Ltd.'s Wealth Planner, Director - Estate And Charitable Planning?
Asset Planning Services, Ltd.'s Wealth Planner, Director - Estate And Charitable Planning is Kathy Blackney