Best Financial Advisors in Germantown

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Arnold Financial Services, LLC, helps clients in Germantown succeed in their financial undertakings through its independent and fiduciary services. With a focus on developing retirement strategies, it walks individuals through investment, insurance, estate conservation, and wealth preservation solutions. Its advisors also help create financial plans for cash management and business succession. Owner David Arnold is a Certifed Financial Planner who focuses his practice on asset management and financial insurance. Each year, his company gives five percent of its income to charitable causes.

CIC Wealth is a financial advisory firm serving Germantown. Its core service is financial planning customized to its clients’ needs. It includes recommending investment options to help them achieve their financial goals and creating a personalized portfolio that includes bonds, cash, exchange-traded funds, stocks, or other securities. It can be accessed via a web portal in partnership with Charles Schwab & Co. Its advisors have written articles on stocks and finance in Forbes Magazine and The Wall Street Journal.

Financial Services Advisory has been helping clients in Germantown manage their monetary assets for over three decades. It caters to families, individuals, and business owners, providing an individualized investing approach to protect their financial future. The firm offers financial and retirement planning, service and reporting, and investment management services. As a Certified Financial Planner, its president, James Joseph, educates clients on their best options and helps them plan for their retirement needs. Joseph is also a member of the Financial Planning Association.

Jeet Financial Services is a full-service firm that serves clients in the Germantown area. Its team of professionals offers a variety of services for individuals, such as personal financial planning, elder care, and estate planning. The company’s personal financial planning option includes preparing for a child’s college education, emergency funds in case of disability, and retirement. In addition, it handles business services like accounting and bookkeeping, cash flow management, and succession planning. Jeet Financial Services has staff members who are fluent in Spanish.

Serving Germantown and the surrounding regions, Legacy Capital Planners, LLC, assists individuals and families in crafting their ideal retirement by providing retirement income strategies. The company also offers wealth management and investment services. In addition, the business helps clients pass on their wealth through IRA legacy planning. Legacy Capital Planners has been featured on Fox and Yahoo! Finance. The firm enables clients to access their portfolio data on their gadgets using the Milestone Asset Management application.

Potomac Financial Consultants serves families and women investors in the Germantown area. It provides personalized financial planning solutions that are based on the need of each client and take long-term decisions into consideration. The firm offers ongoing guidance that evaluates the current situations of clients. It serves women of diverse lifestyle backgrounds. Additionally, it assists with retirement planning, covering health care costs, Social Security benefits, assets, and savings. Potomac Financial Consultants is headed by Michelle Bender, a Certified Financial Planner with 20 years of experience.

Quantum Financial Advisors provides custom-fit financial solutions to business owners and individuals in the Germantown area. Its advisors help improve clients' long-term financial success by providing personalized financial advisory services. The firm offers investment advisory, cash management, financial planning, and retirement planning options. President Joseph F. Rinaldi is an investment advisor who has been in the industry for almost three decades. He received his bachelor's degree and Master's degree in Business Management from local universities.

Sherman Wealth Management is a fiduciary financial planning and wealth management firm that assists clients in Washington, D.C., and nearby cities like Germantown. It aims to make financial literacy and education accessible to its clients, regardless of their varying investable assets. Founder and president Brad Sherman helps individuals simplify and optimize their financial life by helping them tackle items such as their employee benefits, estate planning, cash flows, and debts. He also handles investment consulting, performance reporting, and benchmarking services for small businesses.