Joseph Bates's Contact Details

Joseph Bates's Company Details

Asset Planning Services, Ltd.

Harleysville, PA, US • 20 - 49 Employees
Financial Services

Asset Planning Services, Ltd. is a fee-only wealth management firm that provides financial planning, investment planning, income tax planning, risk management and estate planning services to employees and retirees of Merck & Co., Inc.* •Founded in 1987•Our services are fee-only. •Our advice and recommendations are objective and applicable to your unique situation. •We use a Family-office type of team approach to serving our clients; No single advisor assigned to a client•The firm's professional staff credentials include various academic degrees and professional designations, such as: Master of Science in Personal Financial Planning (MS), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Employee Benefit Specialist (CEBS), Certified Public Accountant (CPA), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). •We serve clients throughout the United States. *The use of Merck's name is neither a testimonial nor endorsement of APS, or APS'​ wealth management services, by Merck & Co., Inc. ("Merck"​), or any current or former employee of Merck. Additionally, Merck does not recommend, employ, or contract with APS to provide these services to Merck, or any of its employees. Merck's name is strictly used to identify APS' selective client niche, as determined solely by APS. While APS may, on occasion, work with clients employed at other firms besides Merck, our primary focus is building relationships and sharing our more concentrated knowledge exclusively about, and for, Merck executives/retirees and their families, when selected to do so by those individuals.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.