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7361 Calhoun Pl Suite 426, Rockville
Financial Planners
“Bridgemark Wealth Management is the kind of company I want looking out for my investments. The team listens to your plans for the future, what you hope to do now and after retirement, and your level of comfort with risk. If some of the money talk becomes more than your brain can handle, they will patiently explain the options, the risks involved and expected results from a variety of investment options. The team regularly reviews your portfolio and contact you to discuss. As a fiduciary, they are working for you and not for the investment companies. I am very happy with how they are handling my portfolio and expectations. Thanks to Winter and the team!“
“I have found Momodou Bojang to be such a caring person . He is genuinely concerned that I get the best financial advice especially since am nearing retirement. He knows the federal program inside and out and will protect me from making a big mistake! And the big picture ? I am making money.“
“We have been remodeling homes since the mid 80's. We have long come to realize that the key ingredient to a beautiful remodel is the relationship between the contractor (us) and our clients. The same holds true for our professional relationships. For over a decade, we have benefited and prospered from the relationship we have with Mary and her amazing team. So much more than accounting services, the CAS team provides us witha dazzling array of efficient, intelligent and innovative services directly relevant to us. They continue, year after year, to exceed our expectations, anticipate our needs and keep us very well informed. They have helped us navigate some very uncertain times (covid!), and they have guided us as we have moved forward. We are so grateful for the CAS team!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“After years of searching for a financial advisor to assist me in utilizing my financial resources for personal goals I found Tracy through the recommendation of trusted nurse colleagues/friends. Unlike the previous advisors, Tracy listened and provided a viable plan to obtain my goals and enhance my financial portfolio. Because of Tracy I am able to be in home close to the beach, teleworking, and keep the family home close to my workplace.Finance eludes and frustrates me when I am called to make decisions. Tracy and her dedicated team are kind and demonstrate unending patience with me, while promoting my best financial outcomes. Tracy provides me with the individualized care I need. Thank you First Command Team!“