Planning Needs Financial Group

"I know Charles and his amazing team (Sandra and Marc) for about 17 years and they are precious! Very helpful, they have the knowledge to help you make smart decisions regarding your investments and medical insurance, life insurance! They are great!"

"We just came from Charles' office, and I'm still being emotional about his care for our family's well being. He walked us through not only on our financial issues, but also went out of his way to advise us in a very professional and compassionate manner. We never felt at anytime that the time mattered to Charles. With any financial issues, and I mean any, start with Charles. He is so patient, knowledgeable, and kind. I chose him because of his reputation and I DO NOT regret it!"

"We found this group through their wonderful website, which helped us navigate the confusing world of Maryland's Affordable Care Act health insurance. Our request for an appointment was quickly responded to, and everyone in the office was SO friendly and helpful. Charles, Marc and Sandra helped us talk to the MD Health Exchange, compare plans and choose the best one. The whole process was not only simple and painless - it was friendly and enjoyable!"

"I was in need of some financial planning, and Marc and Charles came highly recommended. After meeting with them all my financial worries were gone. They were professional, friendly, and very knowledgeable. In fact, I decided to get health insurance as well, and even made my dad go see them for setting up retirement. Within the year, my entire family now does insurance, financial planning, and investing through them. What a find!"

"As a first timer, I was looking for an insurance broker that would be able to assist me in choosing the health insurance plan that would be best for my family and me. I came across Planning Needs Financial Group and I had a most pleasurable experience all the way through. Mr. Lewandowski was extremely patient and professional in answering all my many questions and guided me through the many different plans out there. I can honestly say, I couldn't have done it without them. So, if you're looking for professionalism, guidance and customer service, you have your answer right here."