TOP 30 Custom service portfolio in Chevy Chase, Maryland

4 results found

Plotkin Financial Advisors LLC, located in Chevy Chase, Maryland, is a finance institution dedicated to providing outcome-driven comprehensive financial and retirement planning services. With a focus on bringing financial clarity, optimizing portfolio income, building and preserving wealth, and delivering family office service, Plotkin Financial Advisors upholds a fiduciary duty to serve the best interests of their clients for long-term wealth management. Their customized approach to financial planning helps clients clarify their goals, plan for the future, and build a legacy. Founded in 2003 by Shimshon Plotkin, Plotkin Financial Advisors is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Their team oversees hundreds of millions in assets for various clients in the Washington, DC metropolitan area. They offer complimentary and comprehensive income tax and estate planning services through their Signature Services program, as well as retirement income planning to determine a suitable portfolio allocation for clients' income needs.

Bank of America Private Client Advisor Thomas (Tom) T Firth is located at 5550 Friendship Boulevard in Chevy Chase, Maryland, United States. As a Managing Director and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida, Tom focuses on developing personalized financial strategies for high-net-worth families and individuals. With over 30 years of experience in wealth management, Tom advises clients on investment management, trust and estate planning services, philanthropy, credit, and banking services. He holds a Bachelor of Science in business administration from Georgetown University and is actively involved in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships and creating strategies to meet the financial needs and goals of their clients. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives through innovative and personalized approaches. Please note that by visiting the Bank of America Private Bank website, you will be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.

Malden Solutions LLC is a reputable insurance agency located at 6100 Chevy Chase Drive in Laurel, Maryland, United States. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the unique needs of our clients. With a focus on customer service and personalized attention, we strive to ensure that our clients receive the coverage they need at competitive rates. Whether you are looking for auto, home, life, or business insurance, Malden Solutions LLC is here to help protect what matters most to you. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Paula McKrisky is a renowned doctor specializing in health and wellness, located at 5550 Friendship Boulevard in Chevy Chase, Maryland, United States. With a commitment to providing personalized and compassionate care, Paula McKrisky offers a range of medical services to help patients achieve optimal health and well-being. Whether you are seeking routine check-ups, treatment for a specific condition, or guidance on preventative care, Paula McKrisky is dedicated to supporting you on your journey to better health. Visit us today and experience the difference that quality healthcare can make in your life.