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
Financials & Stats
Revenue
$3B
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
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