Purse Strings Approved Professionals
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Founder and CEO,
Investably LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
SPECIALTIES
- Business Valuation
- Charitable Planning
- Financial Planning
- IRA
- Legacy Planning
- Personal Tax Planning
- Retirement planning
- Socially Conscious Investing
- Tax Mitigation
- Trust Planning
- Wealth Protection
- Wealth Preservation
LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
Chief Executive Officer,
Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
SPECIALTIES
- Business Cash Flow Analysis
- Business Financials
- Business Growth
- Business Planning
- Business Succession Planning
- Charitable Planning
- Divorce Financials
- Family Legacy Planning
- Financial Planning
- IRA
- Legacy Planning
- Money Mindsets
- Personal Tax Planning
- Small Business Tax
- Social Security Specialist
- Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
Gaithersburg
Maryland
20878
United States
SERVING:
All 50 States
Virtual Appointments Available
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