Todd Bletcher

Planner at Planning Consultants - Tulsa, Oklahoma, United States

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Planning Consultants

Owner

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Mahdi Kamrava

Structure Engineer

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Todd Bletcher's Contact Details
Email (Verified)
***@planningconsultants.us
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Mobile Number
(XXX) XXX-XXXX
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HQ
Location
Edison,New Jersey,United States
Company
Planning Consultants
Todd Bletcher's Company Details
Planning Consultants logo, Planning Consultants contact details

Planning Consultants

Tulsa, Oklahoma, United States • 3 Employees
Financial Services

Planning Consultants is a U.S. based firm that provides third party financial planning solutions to financial advisors. Outsourcing plan writing frees the advisor's time and creates capacity for the advisor to focus on relationship management and prospecting. Plans are written and reviewed by CFP® professionals only, and are written using Money Guide Pro software. The advisor can be confident that their client is receiving comprehensive planning. Additionally, the plan writers do not solicit or accept personal clients, and the advisor can be confident that Planning Consultants is not interested in competing with the advisor. Planning Consultants is not affiliated with a broker dealer.

Details about Planning Consultants
Frequently Asked Questions about Todd Bletcher
Todd Bletcher currently works for Planning Consultants.
Todd Bletcher's role at Planning Consultants is Planner.
Todd Bletcher's email address is ***@planningconsultants.us. To view Todd Bletcher's full email address, please signup to ConnectPlex.
Todd Bletcher works in the Financial Services industry.
Todd Bletcher's colleagues at Planning Consultants are Planning Consultants, Mahdi Kamrava and others.
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