Legacy wealth planning in La Plata, Maryland

The Rosenfield Group at Morgan Stanley is a leading financial institution located at 107 Centennial Street in La Plata, Maryland, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment advisory, retirement planning, and more. With a commitment to delivering personalized solutions tailored to each client's unique needs and goals, we strive to help individuals and businesses achieve financial success and security. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Edward Jones - Financial Advisor: Jenna Kling is a reputable finance institution located at 204 Washington Avenue in La Plata, Maryland, United States. Jenna Kling is a dedicated and experienced financial advisor who provides personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Jenna Kling can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jenna Kling is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

David Lohff - Financial Advisor, Ameriprise Financial Services, LLC, located at 101 Charles Street in La Plata, Maryland, is a finance institution offering a wide range of financial planning services. David Lohff holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, investment strategies, and retirement planning. The institution also offers specialized certifications such as the Certified Divorce Financial Analyst, Chartered Financial Analyst®, and Certified Kingdom Advisor®. With a focus on ethical practices and comprehensive financial planning, David Lohff - Financial Advisor is dedicated to helping clients achieve their financial goals.