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9AM - 5PM
Landow Building, 7910 Woodmont Ave #900, Bethesda9 AM - 5 PM
4520 East-West HwySuite 450, Bethesda“FBB is a fee-only wealth management company. Fee-only portfolio management is generally preferred to commission management. Finding an honest and competent financial advisor can be difficult. Kathleen Hastings while at FBB has done excellent managing my mother's portfolio for the past 15 years.“
“I worked with Benjamin Green to update my life insurance policy. What I really enjoyed about working with Ben was his desire to learn as much as possible about my background. This allowed Ben provide product options that made the most sense for my family. After he learned about my background he performed a detailed analysis and he gave me the time (without pressure) to decide. I would highly recommend Ben for his life planning services.“
9AM - 4PM
7200 Wisconsin Ave #500, Bethesda“My wife and I worked with Patrick Ortman to get our finances in order before purchasing a home. Patrick was extremely responsive and very flexible finding a time for an in person meeting.“
9AM - 5PM
6901 Rockledge Dr #730, Bethesda“I have been a client of XML for over 7 years and I would highly recommend their services. They are professional, responsive, and Brett and Rob always take as much time as necessary to answer my questions.“
9AM - 5PM
7910 Woodmont Ave Suite 500, Bethesda“This is a great investing team who consistently (in my experience) has beaten the market average. Your money is safe with them. They’ll walk you through the process and explain their choices. Couldn’t ask for anything more.“
8:30AM - 5PM
3 Bethesda Metro Center Suite 650, Bethesda“Best in the business....Honest and always helpful in all aspects of finance. Extremely knowledgeable. They have my business indefinitely!“
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“Recommend Equity Planning, have been using them over ten years. Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.“