Planning Strategies Inc

  • Investment Bank/Securities Brokerage
  • Lancaster PA
  • 9 employees
  • Investment Management
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Company Overview

Headquarters
147 North Shippen St., Lancaster PA
Website
visitpsionline.com
Phone
(717) 207-7123
Employees
9
Founded in
2001
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is Planning Strategies Inc

Planning Strategies Inc., based in Lancaster, Pennsylvania, is a Registered Investment Advisory (RIA) firm. Founded in 1994, the company has grown to employ 9 people and generate $2.5 million in annual revenue. PSI Capital Management serves clients throughout the United States and Puerto Rico. They specialize in providing holistic financial advice using their Paradigm Shift Investing™ approach, aiming to simplify complex financial matters and give clients peace of mind. The firm is committed to acting as a fiduciary, prioritizing clients' best interests in all investment decisions. PSI Capital Management emphasizes its independence from sales-driven models, offering advice based on sound financial strategies. Clients can visit their website at visitpsionline.com to learn more about PSI Capital Management's services.

Company Leadership

Steve Mitchell

MANAGING PARTNER & CEO

Phone Email
Scott Smith

Managing Partner and CCO of PSI Capital Management

Phone Email

Planning Strategies Inc Industry Tags

Retirement Planning
Financial Planning
Investment Advisory Services
Qualified Plan Design
Implementation
and Service
Investment Management
Wealth Management
Financial Services
Management Investment
Open-ended
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Companies Similar to Planning Strategies Inc

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Company Name Revenue Number of Employees Location Founded in
3M 4
3M 9
3M 3 2016

AOF

3M 55 Drummondville, MD 2007
3M 3 New York, NY
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FAQ

What is the location of Planning Strategies Inc's headquarters?
The headquarters of Planning Strategies Inc are situated at 147 North Shippen St., Lancaster PA
What is Planning Strategies Inc's phone number?
Planning Strategies Inc's contact number is (717) 207-7123.
What is Planning Strategies Inc's official website?
The official website of Planning Strategies Inc can be found at visitpsionline.com.
What is Planning Strategies Inc's current revenue?
As of November 2019, Planning Strategies Inc's annual revenue reached $3B.
How many employees does Planning Strategies Inc currently have?
Planning Strategies Inc employs approximately 9+ people as of November 2019
Which industries is Planning Strategies Inc primarily operating in?
Planning Strategies Inc operates in the following industries: Investment Management
Who is the MANAGING PARTNER & CEO of Planning Strategies Inc?
Planning Strategies Inc's MANAGING PARTNER & CEO is Steve Mitchell
What are Planning Strategies Inc's industry tags?
Planning Strategies Inc's industry tags include: Retirement Planning, Financial Planning, Investment Advisory Services
When was Planning Strategies Inc founded?
Planning Strategies Inc was founded in 2001.

Employee Directory

Key Employees

Steve Mitchell

Owner

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Denise Drudy

Client Relationship Representative

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David Kirshenbaum

Principal

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Scott Smith

Managing Partner & chief compliance officer

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Tara Cruz

Marketing Director

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