PTM Wealth Management, LLC (Business Opportunities - Other Business Ads)
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Item ID 15377007 in Category: Business Opportunities - Other Business Ads
PTM Wealth Management, LLC | |
We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%. We also offer an Investment Management-only fee, which is a flat 0.4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e.g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors. Address: 1501 Lower State Rd Building D, North Wales, PA 19454 USA  | |
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| Target State: Pennsylvania Target City : All Cities Last Update : Mar 07, 2024 5:16 AM Number of Views: 57 | Item Owner : None Contact Email: Contact Phone: 267-317-1515 |
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2024-05-11 (0.222 sec)