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TOP 30 Insurance advisors in College Park, MD
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Truist
Truist is a financial institution located at 5600 Greenbelt Road in College Park, Maryland, United States. They offer a range of services including banking products, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, and mortgage products. Truist also provides financial advisory services through their affiliates. Customers can see if they are pre-qualified for a Truist credit card and find the right loan by sharing their needs. It is important to note that all communications and documents from Truist will be provided in English, so customers should have a good understanding of the language or have a translator available. Truist offers resources for consumers with Limited English Proficiency, including translation services. Additionally, Truist Advisors may be associated with various affiliates of Truist, providing specialized services for different client groups such as business owners, athletes, and medical professionals.
Lifetime Financial
Lifetime Financial is a boutique financial planning service located at 7000 Carroll Avenue in Takoma Park, Maryland, United States. Specializing in serving non-profit professionals, Lifetime Financial offers expert advice on retirement planning, college planning, investing, and insurance. As a full-service, fee-only independent financial advisor firm, Lifetime Financial is dedicated to providing personalized and comprehensive financial planning services to help clients achieve long-term financial success. Led by President and Principal David Creekmore, who has over two decades of experience as a CFO of major nonprofit institutions, Lifetime Financial understands the unique financial challenges faced by nonprofit professionals. The institution offers a discount to households with at least one income from a nonprofit organization, recognizing the financial constraints that these individuals often face.
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