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Business Profile

Financial Planning Consultants

PTM Wealth Management, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(267) 317-1515Email BusinessWrite a Review

About

Overview

PTM Wealth Management, LLC

1501 Lower State Rd Bldg D

North Wales, PA 19454-1216

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BBB Accreditation & Rating

PTM Wealth Management, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

PTM Wealth Management provides financial planning and advisory services, including investment management, tax planning, and insurance solutions. The company assists clients with creating tailored financial strategies to address retirement planning and asset protection.

BBB Accredited Since: 2/3/2022

Years in Business: 15

Products and Services

Estate Planning, Financial Planning, Income Planning, Investment Management, Life Insurance, Long-Term Care Insurance, Portfolio Creation, Retirement Planning, Risk Management, Tax Planning

Business Details

Local BBB:
BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
BBB File Opened:
6/10/2020
Business Started:
7/8/2011
Business Started Locally:
7/8/2011
Business Incorporated:
7/8/2011
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Paul Murray, Company Contact

Additional Contact Information

Principal Contacts
Mr. Paul Murray, Company Contact
Customer Contacts
Mr. Paul Murray, Company Contact
Fax numbers
Primary Fax: (267) 317-1514
Additional Email Addresses
Primary: Email this Business
Additional Websites
ptmwealth.com
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 378591 for this business, issued by Insurance Department-PA. The expiration date of this license is 5/31/2027.

Insurance Department-PA

1321 Strawberry Square, 13th FL

Harrisburg PA 17120

717-7872317

Fax: (717) 7878585

Website

BBB records show a license number of CRD# 308944 for this business, issued by Securities Commission-PA

Securities Commission-PA

Eastgate Office Building, 1010 North 7th Street

Harrisburg PA 17102

717-7878061Website

Additional Information

Business Categories
Financial Planning Consultants, Investment Management, Wealth Management

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