Large enough to handle your business. Small enough to maintain personal touch.

PTS Brokerage, LLC

Welcome

PTS Brokerage, LLC is a Broker/Dealer and a Registered Investment Advisor. Based in Mount Laurel, New Jersey, PTS Brokerage, LLC specializes in Financial Planning, Wealth Management, Insurance, Mutual Funds, College Planning, and Retirement. We offer clients individual attention and detail-oriented personal services. As our client, you can rest assured that each financial solution we suggest has only one person's best interest in mind - yours.

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What We Do

Our Services

Broker/Dealer

We work with a wide range of insurance and investment companies to offer a variety of product tailored options to meet your needs.

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Financial Planning

We provide a comprehensive suite of financial planning services, whether you are looking for a full-spectrum strategy or a more focused approach.

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Investment Advisory

We monitor portfolio performance and offer full service private wealth management. As a Registered Investment Advisor (RIA) we are held to a fiduciary standard.

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