Retirement Planning Services
The Price CompanyAbout
About This Business
Products and Services
- Design and implementation of qualified retirement plans for:
- Corporations
- Partnerships
- Self-employed individuals
- Corporations
- Pension plan administration
- Profit-sharing plan administration
- Employee Stock Ownership Plan (ESOP) administration
- Full-service plan management, including compliance and reporting
- Independent, fee-based administration (not tied to product sales)
- Custom plan design to meet client-specific retirement goals
- Consultative, face-to-face service model
- Ongoing support and communication with clients and their financial advisors
Years in Business: 20
Business Details
- Local BBB:
- BBB of the Tri-Counties
- BBB File Opened:
- 3/30/2015
- Business Started:
- 3/14/2005
- Business Started Locally:
- 2/18/2000
- Business Incorporated:
- 2/18/2000
- Type of Entity:
- Corporation
- Alternate Names:
- Philip D. Price And Associates, Inc.
- Business Management:
- Philip Price, CEO
Additional Contact Information
- Principal Contacts
- Philip Price, CEO
- Customer Contacts
- Philip Price, CEO
- Fax numbers
- Primary Fax: (805) 541-2226
- Other Fax: (559) 224-3509
- Additional Phone Numbers
- Other Phone: (559) 224-7656
- Additional Email Addresses
- Primary: Email this Business
- Additional Websites
- thepricecompany.wordpress...
Additional Information
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