Financial Advisors in or around Rockville, Maryland

Chris Schipske (CRD#:111111) is an experienced financial advisor with Platinum Financial Group, located at 5052 Dorsey Hall Dr, Suite102, Ellicott City, MD 21042.

About the Firm: Four offices conveniently located in Ellicott CityOdentonBethesdaRockville

Chris's comprehensive investment strategies include Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI), Annuities, Insurance, Stocks, Mutual Funds, Bonds. Chris is licensed for the following insurance and annuities products: Annuity, Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life.

Chris's portfolio size requirement is $50,000. Chris's compensation methods: Based on Assets, Commissions.

Chris can be reached at (410)992-6961 and is generally available for a meeting at firm's office.

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WiserAdvisor >   Maryland >   Rockville 

Premium Financial Advisors Listing

Basil Herzstein, CFP®, Financial Advisor from Rockville, Maryland Basil Herzstein, CFP®


(301) 683-7054
751 Rockvile pike,
Suite 4A,
Rockville, MD   20852
Distance : 3 miles

As an Independent CERTIFIED FINANCIAL PLANNER™ Professional I provide the highest quality financial advisory service to clients. We build successful relationships with clients that are based on trust, open communication and integrity. Every client has unique needs and I provide advice to them on their financial needs for both the present and for .......

David Cohen, Financial Advisor from Rockville, Maryland David Cohen


(301) 683-7050
15800 Crabbs Branch Way,
Suite 330,
Rockville, MD   20855
Distance : 4 miles

My business is all about fulfilling my clients' life goals through Financial Planning. Provide financial, retirement and estate planning services for businesses and individuals. Provide full range of investment and risk management products that include individual securities, mutual funds, Qualified Retirement Plans, Section 529 education plans, ann.......

Marc Schliefer, Financial Advisor from Rockville, Maryland Marc Schliefer


(301) 683-7087
7910 Woodmont Avenue Suite 900,
Bethesda, MD   20814
Distance : 6 miles

Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and growth. Our strategies are designed to provide individuals and businesses with opportunities for potentially more money and benefits, no extra out.......

Douglas Rausch CPA,CFP, CLU, Financial Advisor from Rockville, Maryland Douglas Rausch CPA,CFP, CLU


(301) 913-0080
6931 Arlington Road, Suite 300,
Bethesda, MD   20814
Distance : 6 miles

Welcome to Rausch Financial

Since 1989, we have worked with successful families and small businesses solve life’s greatest financial challenges.

The stakes are too high to bring anything less than the best capabilities to your financial life. As a trusted advisor, my duty is to give my clients the right tools, insight and reso.......

Gordon Bernhardt, Financial Advisor from Rockville, Maryland Gordon Bernhardt


(703) 356-4380
7601 Lewinsville Road,
Suite 210,
McLean, VA   22102
Distance : 10 miles

At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, intelligent asset allocation and low cost investments. We design each client's portfolio using these principle.......

Pat Volk, Financial Advisor from Rockville, Maryland Pat Volk


(703) 288-6988
8130 Boone Boulevard Suite 220,
Vienna, VA   22182
Distance : 12 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Fardin Nematollahi, Financial Advisor from Rockville, Maryland Fardin Nematollahi


(703) 734-6581
8045 Leesburg Pike,
Suite 700,
Vienna, VA   22182
Distance : 12 miles

Our mission is to provide affluent individuals and organizations with advice that they can trust, thereby helping them to pursue their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to clients’ long-term goals and aligned with their life values. We will strive to b.......

Arthur  A. Hall, Financial Advisor from Rockville, Maryland Arthur A. Hall


(703) 598-2789
The Fairways Executive Center,
11654 Plaza America Drive, Ste.152,
Reston, VA   20190
Distance : 13 miles

StrategicGlobal Insight, LLC is a fully independent, unbiased, fully fee-based (no commissions)comprehensive financial planning, investment advisory, and life planning firm. SGI has partnered with some of the biggest and best custodians and money managers in the industry to bring their clients a comprehensive and life-long investing approach specif.......

Ken Stanley Col. USAF (Ret.) - VP, Financial Advisor from Rockville, Maryland Ken Stanley Col. USAF (Ret.) - VP


(703) 281-1191
200 Ridgewood Ct NE,
Vienna, VA   22180
Distance : 14 miles

The Burney Company is an equity research and investment management firm that seeks to maximize long-term returns through the use of proprietary fundamental quantitative techniques and analysis. Founded in 1974 by Brig. General Jack Burney who pioneered work in this area beginning in the early 1950s, Burney expanded from its Falls Church headquarter.......

Carlos Sava, Financial Advisor from Rockville, Maryland Carlos Sava


(608) 561-1480
1020 N Highland St,
Arlington, VA   22201
Distance : 14 miles

Clarendon Capital Management LLC (CCM) is an investment advisory firm offering clients focused and flexible investment advice around a core equity strategy using separately managed accounts. The firm's mission is to provide sophisticated, disciplined, and transparent financial recommendations. CCM's core strategy is an actively managed equi.......

Michael Balakirsky MBA, Financial Advisor from Rockville, Maryland Michael Balakirsky MBA


(410) 528-8688
12051 Little Patuxent Pwky,
Columbia, MD   21044
Distance : 17 miles

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial planning , wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emergi.......

J'Neanne Theus, Financial Advisor from Rockville, Maryland J'Neanne Theus


(443) 718-6310
9841 Broken Land Parkway,
Ste 206,
Columbia, MD   21046
Distance : 17 miles

Marathon Financial is an independent advisory firm, with a fiduciary responsibility to our clients. We create confident investors. We offer ongoing investor education, designed to offer each client a basic foundation in sound investment and financial principles, using Nobel Prize winning academic research and the science of capital markets.

Chris Schipske, Financial Advisor from Rockville, Maryland Chris Schipske


(410) 992-6961
5052 Dorsey Hall Dr,
Suite102,
Ellicott City, MD   21042
Distance : 19 miles

Four offices conveniently located in
Ellicott City
Odenton
Bethesda
Rockville.......

Jordan Schlick, Financial Advisor from Rockville, Maryland Jordan Schlick


(443) 266-4074
6080 Falls Road, Suite 200,
Ellicott City, MD   21042
Distance : 19 miles

Jordan Schlick is the founding member and managing director of Compass Capital. Jordan has over 25 years of experience in actively managing investments. Jordan's initially served as an equity and fixed income analyst, before moving into management of mutual funds, hedge funds, pensions, and now portfolio management for individuals, families, ret.......

Edward D Williams, Financial Advisor from Rockville, Maryland Edward D Williams


(703) 854-1960
10560 Mian Street,
Suite 305,
Fairfax, VA   22030
Distance : 20 miles

DEWFMG provides investment management, financial planning and retirement planning services, insurance and products to individuals, small businesses and non-profits. We are backed by a team of financial professionals within LPL Financial LLC. LPL Financial is the nation’s largest independent broker dealer*.
We use a four step process to plannin.......

Jit Tandon, Financial Advisor from Rockville, Maryland Jit Tandon


(703) 629-2049
7905 Deerlee Dr,
Springfield, VA   22153
Distance : 24 miles

Jit Tandon is President of Ficadenti Tandon Asset Management, Inc. and a well known financial professional in Northern Virginia. Mr. Tandon counsels seniors on how to increase their income and reduce their taxes. Jit has advised pre-retirees and retirees of the federal government, teaching profession and business executives. Jit is the co-author o.......

Other Financial Advisors Listing

Bill Bancroft CIMA®, Financial Advisor from Rockville, Maryland Bill Bancroft CIMA®
Convergent Wealth Advisors, LLC

12505 Park Potomac Avenue,
Suite 400,
Potomac, MD   20854

Bill Bancroft has been advising clients with an objective and personal approach at Convergent since 2000. As the Executive Director, he is responsible for the entire experience of the firm’s Independe.......

James (Jim) Young, Financial Advisor from Rockville, Maryland James (Jim) Young
AFC Asset Management Services

18310 Montgomery Village Avenue,
Suite 440,
Gaithersburg, MD   20879

AFC is a Registered Investment Advisor established in 1985 providing professional money management services and financial advice. As you’ve hoped and suspected, there is a better approach to invest.......

Ryan Wibberley, Financial Advisor from Rockville, Maryland Ryan Wibberley
CIC Wealth Management Group

9841 Washingtonian Blvd,
Suite 415,
Gaithersburg, MD   20878

Our mission is to guide our clients in making informed decisions through education, communication and service which exceeds their expectations. Ryan Wibberley is a well-known expert in the matters .......

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