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TOP 30 Professional events in North Bethesda, MD
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Max James - State Farm Insurance Agent
Max James - State Farm Insurance Agent is a trusted insurance agency located at 11140 Rockville Pike, Rockville, Maryland, United States. With over 30 years of combined insurance industry experience, Max James and his team are dedicated to putting their customers first. They offer a wide range of insurance services including Auto Insurance, Commercial Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Umbrella Insurance, Pet Insurance, Life and Health Insurance, and more. The agency is committed to giving back to the community and has partnered with various charities and organizations in the area. Max James himself is passionate about providing school supplies to underserved elementary school children and has participated in numerous charitable events to raise funds for this cause.
Merrill Lynch Financial Advisor Diego J Dominguez
Merrill Lynch Financial Advisor Diego J Dominguez, located at 11810 Grand Park Avenue in North Bethesda, Maryland, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on helping clients stay informed about market trends and global economic developments, the institution provides personalized wealth management strategies tailored to individual needs. The Lvovsky Baker Group, part of Merrill Lynch, specializes in assisting successful individuals, executives, business owners, healthcare professionals, and retirees in managing their wealth effectively. The team at The Lvovsky Baker Group takes a collaborative and forward-looking approach to financial planning, incorporating insights from clients' CPAs, attorneys, and Bank of America Private Bank specialists to create comprehensive strategies that address tax minimization and estate planning considerations. With a focus on wealth preservation and retirement readiness, advisors Steve Lvovsky and Ryan Baker work closely with clients to identify and prioritize their financial goals, crafting risk-managed portfolios that align with their aspirations.
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