PTM Wealth Management, LLC-0
PTM Wealth Management, LLC-0
Financial Planner

PTM Wealth Management, LLC Wales, Pennsylvania

5.0
(16)Check map
Phone:
+1 267-317-1515
Website:
https://www.ptmwealth.com/
Address:
1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454, United States
Hours:
Tuesday9AM–5PM
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    Services

    • Estate planning

    • Financial planning

    • Investment advising

    • Life insurance

    • Retirement savings consulting

    • Tax planning

    • Wealth management

    • Access To Financial Planning

    • Accredited Investment Fiduciary

    • Alternative Investments

    • College Planning

    • Complimentary Consultation

    Show More
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    PTM Wealth Management, LLC Reviews

    5.0 stars based on 16 reviews

    Featured Comments:

    • S

      Sharon Mowen

      5.0

      I started using Paul as my financial advisor about 12 years ago when I was going through a divorce. He was highly recommended by my divorce attorney and I was in great need of someone who could provide me with solid financial counseling. I have been with Paul ever since and he has helped me to grow my investment earnings and retirement savings exponentially, as well as to advise on sound investment decisions as my career has expanded and income has grown. He treats my assets as if they were his own, is proactive in explaining things and reaching out to highlight information that I have expressed interest in, and he never tries to oversell services or have you take on more risk than is comfortable. I especially appreciate that he always has tax implications in mind so that I will not be in a situation where a large chunk of retirement savings will go to taxes when I no longer have a steady income, and he always is one step ahead of the curve on the latest information or changes pertinent to my retirement savings. Paul also has provided me with sound advice on long-term care decisions. He is always pleasant and treats all of my questions with respect, and his follow up is outstanding. Very happy to give this 5 star rating and am very appreciative my attorney introduced me to him all those years ago. I have since recommended him to a number of friends and family, who also are pleased with his financial management of their assets.

    • N

      Nancy Rupell

      5.0

      I have been with PTM Wealth for 12 years and would recommend them to anyone. I have never had any problems and find the staff to be very helpful and professional.

    • R

      Rebecca Paxton

      5.0

      I have used Paul as my financial planner for a few years under the recommendation of a friend. He listens to my ideas and wants/needs and professionally responds. He keeps track on my goals and adjusts my investments accordingly. He and his team are very responsive to emergency withdraws when needed! I highly recommend PTM Wealth Management if you are looking for someone who will have your back in financial planning!

    More reviews (13)

    Payday Loan Calculator

    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Tuesday :9AM–5PM
    • Wednesday :9AM–5PM
    • Thursday :9AM–5PM
    • Friday :9AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :9AM–5PM
    click

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    FAQs

    • 1. How Can I Get In Touch With PTM Wealth Management, LLC?

      You Can Call +1 267-317-1515. You can complete contact form on their site.

    • 3. What Loans Can PTM Wealth Management, LLC Offer?

      PTM Wealth Management, LLC provides services as follows:Estate planningFinancial planningInvestment advisingLife insuranceRetirement savings consultingClick here to find more details from PTM Wealth Management, LLC.

    • 5. Does PTM Wealth Management, LLC Work as an Agency or a Lender?

      PTM Wealth Management, LLC is a Financial planner that may accept all kinds of loans. Besides, you can try WeLoans that will help you find the best lenders as you like.

    • 2. What's the Location of PTM Wealth Management, LLC?

      1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454, United States can be the address of PTM Wealth Management, LLC. You can find more similar loan stores here.

    • 4. How to Apply for a Loan at PTM Wealth Management, LLC?

      You can follow on their website at any time you need loans.

    • 6. What if I Fail to Pay My Loan On Time?

      You need to talk to your lender for negotiation in advance if you can't clear the debt.

    • 7. Does PTM Wealth Management, LLC Accept People with Bad Credit?

      Sure, you can call them for more details before you make any decision.