Customized retirement plans in Chevy Chase, MD
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Plotkin Financial Advisors LLC
● ClosedPlotkin 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.
8401 Connecticut Ave #400, Chevy Chase, MD 20815, United States -
Edward Jones - Financial Advisor: Sergio Abarca, CFP®
● OpenEdward Jones - Financial Advisor: Sergio Abarca, CFP® is a reputable financial institution located at 5550 Friendship Boulevard in Chevy Chase, Maryland. As a Certified Financial Planner, Sergio Abarca offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted name in the finance industry. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Sergio Abarca and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
5550 Friendship Blvd #220, Chevy Chase, MD 20815, United States -
Bank of America Private Client Advisor Thomas (Tom) T Firth
● OpenBank 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.
5550 Friendship Blvd, Chevy Chase, MD 20815, United States -
Susan H. Stewart - RBC Wealth Management Financial Advisor
● ClosedSusan H. Stewart - RBC Wealth Management Financial Advisor is a trusted financial institution located at 5425 Wisconsin Avenue in Chevy Chase, Maryland. As a dedicated financial advisor, Susan H. Stewart provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, clients can trust Susan H. Stewart to provide tailored financial advice and guidance. Whether you are planning for retirement, investing for the future, or managing your assets, Susan H. Stewart - RBC Wealth Management Financial Advisor is committed to helping you secure your financial future.
5425 Wisconsin Ave Suite 301, Chevy Chase, MD 20815, United States
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