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Business Profile

Investment Advisory Services

Personal Money Planning
BBB Accredited BusinessA+Rated by BBB
Visit Website(940) 692-6885Write a Review

About

Overview

Personal Money Planning

4245 Kemp Blvd STE 1007

Wichita Falls, TX 76308-2824

Get DirectionsView Service Area
See Hours
Operating Hours
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
Closed
Closed

BBB Accreditation & Rating

Personal Money Planning is BBB Accredited.

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

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About This Business

Personal Money Planning provides financial planning and investment management services, including retirement planning, estate planning, tax planning, and insurance planning. The company assists clients with determining financial objectives and managing investments.

BBB Accredited Since: 4/26/2007

Years in Business: 33

Products and Services

Estate Planning, Financial Coaching, Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning

Photos and Videos

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Business Details

Local BBB:
BBB serving North Central Texas
BBB File Opened:
1/1/1993
Business Started:
1/1/1993
Business Incorporated:
6/16/2015
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Personal Money Planning, LLC
Business Management:
Mr. Gary Silverman, CFP, Managing Member/Secretary
Ms. Michelle Kuehner, President

Additional Contact Information

Principal Contacts
Mr. Gary Silverman, CFP, Managing Member/Secretary
Ms. Michelle Kuehner, President
Customer Contacts
Mr. Gary Silverman, CFP, Managing Member/Secretary
Ms. Michelle Kuehner, President
Social Media

Additional Information

Other Resources
FINRA - Financial Industry Regulatory Authority
1700 K Street, NW
Washington DC 20006
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: (202) 551-6551
https://www.sec.gov/
Business Categories
Investment Advisory Services, Financial Planning Consultants, Retirement Planning Services, Investment Management, Investment Seminars

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