TOP 10 Life insurance consultation in Bethesda, MD
12 results found
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Marcus Gold, Financial Professional - New York Life
● OpenMarcus Gold, Financial Professional at New York Life, located at 6905 Rockledge Drive in Bethesda, Maryland, is a trusted and reputable finance and insurance agency. With a commitment to providing personalized financial services and insurance solutions, Marcus Gold helps individuals and families achieve their financial goals and secure their future. With a focus on professionalism, integrity, and excellence, Marcus Gold and his team strive to build long-lasting relationships with their clients and provide them with the peace of mind they deserve. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Marcus Gold at New York Life is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
6905 Rockledge Dr #900, Bethesda, MD 20817, United States -
Phillip Johnson Family Insurance Agency
● ClosedPhillip Johnson Family Insurance Agency is a trusted insurance agency located at 10411 Motor City Drive in Bethesda, Maryland. We specialize in providing personalized insurance solutions to protect you and your loved ones. Our experienced team is dedicated to helping you find the right coverage for your unique needs. Whether you are looking for auto, home, life, or business insurance, we are here to help. Contact us today to learn more about how we can help you secure your future.
10411 Motor City Dr #750, Bethesda, MD 20817, United States -
Bluepoint Financial, LLC.
● OpenBluepoint Financial, LLC. is a finance institution located at 6901 Rockledge Drive in Bethesda, Maryland, United States. The institution is dedicated to serving professional advisors and offers customized wealth planning to help individuals chart their financial course and stay on track. BluePoint Financial believes in striking a balance between efficiency and indulgence, ensuring that clients enjoy their wealth journey while working towards their ideal future. The team at BluePoint Financial treats clients like friends and family, providing personalized service and tailored financial plans to help individuals reach their goals. They aim to simplify the wealth planning process and offer guidance every step of the way, ensuring that clients feel confident and secure in their financial decisions.
6901 Rockledge Dr #500, Bethesda, MD 20817, United States -
Potomac Advisory Group
● OpenPotomac Advisory Group is a renowned institution located at 3 Bethesda Metro Center in Bethesda, Maryland, United States. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch financial and advisory solutions to individuals and businesses alike. With a strong focus on client satisfaction and professionalism, Potomac Advisory Group is committed to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in navigating the complex world of finance and insurance.
3 Bethesda Metro Center Suite 700, Bethesda, MD 20814, United States -
Glassman Wealth Services
● ClosedGlassman Wealth Services, located in North Bethesda, Maryland, is a unique finance institution that operates with a Just One Client™ mindset. With one of the lowest client-to-advisor ratios in the industry, they provide personalized attention and a holistic approach to financial planning. From tax strategies to estate planning to investing, Glassman Wealth focuses on five key areas of your financial life. As fiduciaries, they offer unbiased recommendations based on experience and merit. Their team of advisors works collaboratively to ensure complete coordination among your tax, insurance, and estate planning advisors. They go beyond investments to consider your entire financial well-being, offering proactive and personalized solutions. Glassman Wealth also provides access to top thought leaders through their G-Wisdom center for insights.
Pike & Rose, 11810 Grand Park Ave # 500, North Bethesda, MD 20852, United States -
Chris Valle - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChris Valle is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Democracy Boulevard in Bethesda, Maryland, United States. Chris Valle holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Chris Valle's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and insurance products. With a commitment to ethical practices and ongoing education, Chris Valle is dedicated to providing high-quality financial advice and services to clients in the Bethesda area.
6701 Democracy Blvd #200, Bethesda, MD 20817, United States -
Nathaniel David Massey Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNathaniel David Massey Jr is a financial advisor at Ameriprise Financial Services, LLC located at 4800 Montgomery Lane, Bethesda, Maryland, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and insurance products. Nathaniel David Massey Jr is committed to providing comprehensive financial planning services to his clients, helping them make informed decisions to achieve their financial goals.
4800 Montgomery Ln Ste 620, Bethesda, MD 20814, United States -
Scott A Weitz, Financial Adviser - Weitz Financial Group, Llc
● OpenScott A Weitz, Financial Adviser at Weitz Financial Group, LLC, located in Bethesda, Maryland, is a premier financial services and employee benefits firm dedicated to serving professional advisors since 1989. Specializing in working with closely-held corporations, Weitz Financial Group offers comprehensive employee benefits consulting and wealth management solutions. Founder and principal Scott Weitz prioritizes exceptional service, mutual trust, and respect with every client, empowering them to make educated decisions aligned with their goals. With a client-centric approach, education, experience, and extensive resources, Scott has become one of the most sought-after advisors in the Washington DC area. Services provided by Weitz Financial Group include holistic wealth management, investment advisory services, asset protection, employee benefits, succession planning, and more. Scott Weitz is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, he is registered as an Investment Adviser Representative under Eagle Strategies LLC, offering advisory services in Maryland, Washington DC, Virginia, and New Jersey.
6905 Rockledge Dr # 120, Bethesda, MD 20817, United States -
Rod Faghani - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRod Faghani is a financial advisor at Ameriprise Financial Services, LLC located at 8815 Ridge Road in Bethesda, Maryland, United States. Rod holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Rod specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His expertise covers a wide range of topics including asset management, investment strategies, estate planning, insurance products, retirement planning, tax planning, risk management, and investment opportunities. With a focus on ethics and professionalism, Rod is dedicated to helping clients achieve their financial goals and secure their financial future.
8815 Ridge Rd, Bethesda, MD 20817, United States -
Manish Mukhi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedManish Mukhi is a financial advisor at Ameriprise Financial Services, LLC located in Bethesda, Maryland. With a focus on personalized financial advice, investments, and solution recommendations, Manish can help you achieve your financial goals and navigate life's uncertainties. Whether you're saving for a major purchase or planning for retirement, Manish can provide valuable insights and guidance. Through the Retirement Interactive tool, you can explore important issues that could impact your retirement income and plan accordingly. If you're interested in setting up a complimentary initial consultation to discuss your financial future, contact Manish Mukhi today.
7500 Old Georgetown Rd Ste1200, Bethesda, MD 20814, United States -
Ilene Brostrom - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedIlene Brostrom is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4800 Montgomery Lane in Bethesda, Maryland, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Ilene Brostrom specializes in asset management, estate planning, retirement planning, investment strategies, risk management, and insurance products. She is dedicated to helping clients make informed financial decisions and achieve their long-term financial goals.
4800 Montgomery Ln Ste 620, Bethesda, MD 20814, United States -
Miles Diller PhD
● ClosedMiles Diller PhD is a health institution located at 8120 Woodmont Avenue, Bethesda, Maryland, United States. The institution is run by Dr. Miles Diller, a psychologist with over thirty years of experience working with children, adolescents, and adults. Services offered include therapy, testing, and diagnostic services for ADHD, learning, and other behavioral, emotional, and social problems. Dr. Diller is certified in Gestalt therapy and has experience in cognitive behavioral therapy and acceptance and commitment therapy. Through psychoeducational testing and ADHD evaluations, Dr. Diller can determine strengths and weaknesses and develop recommendations for improvement. Fees range from $200-$400 for a 50-minute session. The institution does not accept insurance but many clients submit claims for reimbursement. Dr. Diller is dedicated to helping clients accept themselves, appreciate their struggles, and find new resources to improve their quality of life. Phone consultations can be scheduled by calling 202-629-1949 ext. 6.
8120 Woodmont Ave #205, Bethesda, MD 20814, United States
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