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Planned Investment Company, Inc. is an investment adviser firm. We have a fully and fairly disclosed agreement with RBC Correspondent Services , LLC for securities, fixed income, mutual fund, ETF's, and options trading, as well as fee-based business. Our firm specializes in longer term retirement, asset accumulation, and children's educational planning. Planned Investment Co., Inc. and its clearing broker, RBC Capital Markets, have the ability for individual common stock, options and margin-related securities transactions. We work with several outside money managers for active asset allocation, fixed income and equity managed accounts and various index-related asset allocation programs. These services are provided through the broker dealer or registered investment adviser registrations of Planned Investment Co., Inc. Qualified representatives offer investment services on either a fee-based or transaction-based schedule.
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Live for Today...Plan for Tomorrow

BBB Rating
A+
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Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

TollFree: 800-735-0368

Vanity: --

Services/Products
Planned Investment Company, Inc. is a full service broker-dealer and investment adviser firm. We have a fully and fairly disclosed agreement with RBC Correspondent Services , LLC for securities, fixed income, mutual fund, ETF's, and options trading, as well as fee-based business. Our firm specializes in longer term retirement, asset accumulation, and children's educational planning. Planned Investment Co., Inc. and its clearing broker, RBC Capital Markets, have the ability for individual common stock, options and margin-related securities transactions. We work with several outside money managers for active asset allocation, fixed income and equity managed accounts and various index-related asset allocation programs. These services are provided through the broker dealer or registered investment adviser registrations of Planned Investment Co., Inc. Qualified representatives offer investment services on either a fee-based or transaction-based schedule.
Payment method
visa, cash, discover, amex, mastercard
Location
Located near Keystone at The Crossing
Neighborhood
Keystone at The Crossing
Other Link

http://www.plannedinvest.com

Categories
Financial Planners, Annuities & Retirement Insurance Plans, Investment Advisory Service, Investments, Mutual Funds