PDS Planning

(on metro place)
Financial and Investment Services in Dublin, OH
Financial and Investment Services
Financial Services

Hours

Monday
7:30AM - 5:00PM
Tuesday
7:30AM - 5:00PM
Wednesday
7:30AM - 5:00PM
Thursday
7:30AM - 5:00PM
Friday
7:30AM - 12:00PM
Saturday
Closed
Sunday
Closed

Location

475 Metro Place S
Dublin, OH
43017

About

Since 1985 we’ve had one goal—to eliminate the stress often associated with planning your financial future. That means we provide analysis in language you understand, clear recommendations on what you should do, and straightforward answers to your questions. Learn more about us and our transparent approach to financial planning.

Photos

PDS Planning Photo

Services

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning

Latest

Money, happiness, and cute dog pictures! PDSPLANNING.COM Buying Happiness | PDS Planning Blog
In our September 2020 "Viewpoints" post, we share a wide variety of perspectives on life and wealth including how much the top 4 companies are earning, supply and demand of home sales, the wildfires ripping through the West Coast, and more on the different shapes of market recoveries. https://www.pdsplanning.com/viewpoints-september-2020/ PDSPLANNING.COM Viewpoints: September 2020 | PDS Planning Blog
The events of September 11th, 2001 forever changed the world. On this Patriot Day 19 years later, we honor those we lost and our vow to never forget. https://www.pdsplanning.com/remembering-9-11/
Primarily driven by large technology stocks, the S&P 500 recently set a new all-time high; however, the average stock within the S&P 500 is 28% below its all-time high. All this and more in our September 2020 Financial Markets Commentary: https://www.pdsplanning.com/september-2020-financial-markets-commentary/
Many are concerned about the potential impacts of the Presidential election on financial markets and their investment portfolios. Our latest blog post shares insights on potential short-term implications, but why, in the long-run, it doesn't matter which party wins. https://www.pdsplanning.com/markets-presidential-elections/ PDSPLANNING.COM Markets & Presidential Elections | PDS Planning Blog
The "college experience" this year is sure to be unlike any other semester. In our latest blog post, we share financial and mental health tips to make the best of our current situation. While intended for college students, there are numerous helpful reminders and strategies for all of us during these unprecedented times. You're never too old to learn! https://www.pdsplanning.com/college-covid/ PDSPLANNING.COM College Students: Financial Checklist & Survival Guide | PDS Planning Blog
Please join us in officially welcoming two new additions to the PDS Planning Team: Kyle Euton and Katie Warga! Click below to learn more about them and their roles with PDS. We are excited to bring them aboard to continue providing exceptional service to our clients. https://www.pdsplanning.com/pds-planning-welcomes-kyle-euton-katie-warga/ PDSPLANNING.COM PDS Planning Welcomes: Kyle Euton & Katie Warga | PDS Planning Blog
With open enrollment upon us, we look at the potential value of HSA's in our most recent blog post. Is it right for you? Click below to read more. https://www.pdsplanning.com/open-enrollment-is-here-is-an-hsa-right-for-you/ PDSPLANNING.COM Open Enrollment is Here! Is an HSA Right for You? | PDS Planning Blog
With recent volatility the past few days, and a likelihood the election results are not finalized next Tuesday night, we expect continued volatility for a period of time. We’d like to remind you of this earlier post that speaks to the long-term implications of elections. https://www.pdsplanning.com/markets-presidential-elections/ PDSPLANNING.COM Markets & Presidential Elections | PDS Planning Blog
With mortgage rates the lowest they've ever been, it may be time to look at refinancing. See our most recent blog post for information and help in deciding if it's right for you! https://www.pdsplanning.com/is-it-time-to-refinance/ PDSPLANNING.COM Is It Time to Refinance? | PDS Planning Blog

Information

Company name
PDS Planning
Category
Financial and Investment Services
Est
1985

FAQs

  • What is the phone number for PDS Planning in Dublin OH?
    You can reach them at: 614-481-8449. It’s best to call PDS Planning during business hours.
  • What is the address for PDS Planning on metro place in Dublin?
    PDS Planning is located at this address: 475 Metro Place S Dublin, OH 43017.
  • What are PDS Planning(Dublin, OH) store hours?
    PDS Planning store hours are as follows: Mon-Thu: 7:30AM - 5:00PM, Fri: 7:30AM - 12:00PM, Sat-Sun: Closed.