Plan2retire

Plan2retire (CRD# 146827) is a financial advisory firm headquartered in Hagerstown, MD. They manage $52,500,000 in 404 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $129,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, PA, SC, VA, WV

Financial Advisors at Plan2retire
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey A. Bowers
CRD#: 2747053
1380 Dual Hwy, Hagerstown, MD 21740

Jeffrey Bowers (CRD# 2747053) is an Investment Advisor Representative working at Plan2retire in Hagerstown, MD and has over 27 years of experience in the finance industry.

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