Contact PDR Planners

Reaching out doesn't commit you to anything. Pick a time that works for you, or send a quick message and we'll follow up.

Visit or Call Our Richmond Office

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2810 North Parham Road, STE 260, Richmond, Virginia 23294, United States

We serve clients throughout the greater Richmond area, including Henrico, Glen Allen, Hanover, Chesterfield, and Mechanicsville.

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Frequently Asked Questions

  • How do I schedule a consultation with PDR Planners?

    You can book directly through our online calendar for a time that fits your schedule, or send us a message through the contact form on this page. Either way, the initial consultation has no cost and no obligation.

  • What is PDR Planners' phone number?

    You can reach our Richmond office at [Phone Number]. Our hours are listed above.

  • How do I contact a retirement planner in Richmond?

    PDR Planners is based in Richmond, VA and serves clients throughout the surrounding area. You can reach us by phone, through our contact form, or by booking a consultation directly on our calendar.

  • Is the initial consultation really free?

    Yes. The first consultation has no cost and no obligation. It's a chance for us to understand your situation and for you to see whether our approach fits.

  • Do I need to prepare anything before my consultation?

    No preparation is required. If you have documents like recent statements or benefit summaries on hand, they can be helpful, but they're not necessary for an initial conversation.