Our Philosophy Building long-term relationships is our priority at Common Cents Planning. We start the journey by taking the time to understand each of our clients personally. Together, we carefully chart a course to pursue financial success, using prudent wealth management strategies. Since 1985, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission. Common Cents Planning is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person’s situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. We pursue an in-depth understanding of your financial situation and your values as they relate to your financial plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. Securities offered through Commonwealth Financial Network®, member https://www.finra.org https://www.sipc.org, a Registered Investment Adviser. Advisory services offered through Planning Directions Inc., a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products/services are separate from and not offered through Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
View Top Employees from Common Cents PlanningWebsite | http://www.commoncentsplanning.com |
Revenue | $654000 |
Employees | 10 (10 on RocketReach) |
Founded | 1985 |
Address | 239 Baltimore Pike, Glen Mills, Pennsylvania 19342, US |
Phone | (610) 361-0865 |
Fax | (610) 361-0869 |
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Industry | Financial Services, Finance General, Weatlh Management, Finance, Retirement Planning, Estate Planning, Insurance Planning, Investment Planning |
Competitors | Concierge Wealth Management™️, Copper Canyon Wealth Management, Life Map Wealth Advisors, Waterford Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Common Cents Planning employee's phone or email?
The Common Cents Planning annual revenue was $654000 in 2024.
Matthew Ellis is the President of Common Cents Planning.
10 people are employed at Common Cents Planning.
Common Cents Planning is based in Glen Mills, Pennsylvania.
The NAICS codes for Common Cents Planning are [52393, 52, 5239, 523].
The SIC codes for Common Cents Planning are [628, 62].