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Finley Alexander Wealth Management
1801 Research Boulevard, Rockville, Maryland 20850
About the Finley Alexander Wealth Management
Finley Alexander Wealth Management is a leading finance institution located at 1801 Research Boulevard in Rockville, Maryland, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through expert wealth management services. With a commitment to personalized service and tailored financial strategies, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how Finley Alexander Wealth Management can help you reach your financial goals.
Photos of Finley Alexander Wealth Management
1801 Research Blvd #540, Rockville, MD 20850, United States
Opening hours of Finley Alexander Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Finley Alexander Wealth Management
"My wife and I have been client’s of Kyle’s for four years and have found him to be very passionate and transparent when explaining different options for our retirement savings. The best thing Kyle have us was the notion that retirement can and should be about continuing the lifestyle you’ve created in your working years. To that end he has shown us how that is possible for us and we’re well on our way to having the retirement we’ve always wanted. Kyle regularly provides learning opportunities through seminars and movies. We’ve attend several and have found them to be informative and enjoyable! We feel fortunate to have developed not only a professional but also a personal relationship with Kyle and we would recommend him to anyone looking to unlock the complicated and sometimes scary world of financial services."
"My wife and I are so grateful we stumbled upon two educational classes Kyle presented at the local library. We learned so much about how to better position our retirement savings and how to plan for and mitigate taxes in retirement. Kyle is approachable and clearly knows his stuff. He is able to communicate concepts and ideas in a very clear and understandable way. His use of examples and case studies really helped demystify a complex path to retirement. Without reservation I recommend Kyle Winkfield to help you navigate the minefields of getting to the finish line."
"I went to a recent financial education seminar that Kyle conducted. I was taken aback by the information that was shared. I thought I was making the right financial moves in my early retirement. Kyle showed me where I was lacking with my portfolio. His was a paradigm shift for me. The information he shared convinced me to alter my existing plans. I am grateful that I made the switch to his company. Knowledge is power but one has to put that knowledge to use. Thanks Kyle!"
"Their educational events and workshops are excellent. Kyle is a teacher at heart and takes complex financial topics and explains them in simple terms."
"Wow I’ve never had financial education like this before. Kyle was so welcoming and incredibly friendly. He is so knowledgeable and patient which was exactly what I needed. Highly recommend his educational events!! Kyle met me where I was which was little to no financial literacy; I can’t thank him enough!"
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