Financial Advisors - Rockville, Maryland |

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Financial Advisors in or around Rockville, Maryland

WiserAdvisor >  Financial Advisors >   Maryland >   Rockville 

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

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

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...

David Middleton, Financial Advisor from Rockville, Maryland

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based ...

Pat Volk, Financial Advisor from Rockville, Maryland

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 ...

Arthur  A. Hall, Financial Advisor from Rockville, Maryland

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

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...

Michael Balakirsky MBA, Financial Advisor from Rockville, Maryland

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

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.What kee...

Chris Schipske, Financial Advisor from Rockville, Maryland

Four offices conveniently located in Ellicott City Odenton Bethesda RockvilleSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Platinum Financial Group and C...

Fieldstone Financial Management Group, Financial Advisor from Rockville, Maryland

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With roots dating back to 1965, we are one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United St...

Jit Tandon, Financial Advisor from Rockville, Maryland

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...

Geoffrey Burroughs, Financial Advisor from Rockville, Maryland

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives.I concentrate on doing three things for my clients and ask one in return. I help them:- Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire...

Nilos T. Sakellariou, CFM, Financial Advisor from Rockville, Maryland

NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 20 years has helped high net worth individuals and prominent familes achieve their financial goals, preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model...

Nathan Badowski, CFP, Financial Advisor from Rockville, Maryland

When it comes to making decisions about protecting your family, accumulating assets for retirement, or developing a plan for growth, you have a lot of options. You could ask family or friends for advice or even do your own research online. With so much information available, why work with Camden Planning Group?It's simple: Camden Planning Group's a...

Jason Harris, Financial Advisor from Rockville, Maryland

As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas....

Bill Bancroft CIMA®, Financial Advisor from Rockville, Maryland

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

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

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 ...

Marc Schliefer, Financial Advisor from Rockville, Maryland

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 ...

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