Plan2Retire 97 Thomas Johnson Drive, Frederick, MD 21702
About the Business
Plan2Retire is a finance institution located at 97 Thomas Johnson Drive in Frederick, Maryland, United States. Our mission is to help individuals plan and achieve a comfortable retirement. Our team of experienced financial advisors offers personalized retirement planning services to help clients reach their financial goals. Whether you are just starting to save for retirement or are nearing retirement age, Plan2Retire can provide the guidance and support you need to secure your financial future. Contact us today to schedule a consultation and start planning for your retirement.
Photos
Location & Phone number
97 Thomas Johnson Dr Suite 201, Frederick, MD 21702, United States
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My wife and I have been clients of Jeff for many years and have always been impressed with the professionalism, courtesy and quick response we receive. We meet regularly, and discuss our goals and objectives as we near our retirement period. I can honestly say, I consider Jeff a friend, as well as my financial advisor."
"Jeff Bowers and the team at Plan2Retire have always provided our company and myself with very professional and responsive service. Their willingness to come meet at our place of business has been very accommodating to our schedule. Our retirement plan has always been smoothly administered and meets regulations due to their great service."
"Jeff spends time getting to know you, your goals and risk tolerance. He has treated our Family so well. We are pleased with the rate of return on our accounts. This summer he helped our oldest child, who just finished 1st year of college, set up their own Roth IRA to start investing some of their summer earnings for the future. We're pleased with Jeff's attention to detail and solid advise. The staff at his Plan2Retire Office in Hagerstown are very responsive to our calls and requests. Thank you Plan2Retire."
"Jeff has always provided prudent advise for my retirement savings and excellent insurance coverage at great rates. His team ensures prompt follow up on all requests and is always friendly and courteous. Highly recommend Jeff and Bowers Insurance."
"Jeff & Kristi of Plan2Retire are extremely customer-centric. Their response time is immediate and always available with full answers that make sense to any question on retirement and financial concerns. They are the most nimble organization I have dealt with for management of my precious funds and provide, as needed, the latest tools to help customers."
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