Angel Investor La Plata MD

Angel Investor in La Plata, MD. Find phone numbers, addresses and information about Angel Investor in La Plata.

Carolyn Walder
Lifetime Wealth Planning and Management LLC
(703) 519-1254
211 North Union Street, Suite 100
Alexandria, VA
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Timothy Wesling
Wesling Financial Planning Services Corp.
(703) 535-8280
101 N. Columbus Street, Suite 402
Alexandria, VA
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CDFA, CFP®, CMFC

Mr. Tim Murphy, CFP®
(301) 392-1957
108 La Grange Ave
La Plata, MD
Firm
Murphy's Law Firm, LLC

Data Provided by:
Mr. John W Jilek, CFP®
(301) 932-0305
9375 Chesapeake St Ste 107
La Plata, MD
Firm
Edward Jones Investments

Data Provided by:
Mr. Frank L. Nelson, CFP®
(301) 396-4647
8200 Bishopsgate Ln
White Plains, MD
Firm
Nelson Financial Planning Services, Inc
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Carolyn Walder
Lifetime Wealth Planning and Management LLC
(703) 519-1254
120 Waterfront Street, Suite 410
National Harbor, MD
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. David C. Lohff, CFP®
(301) 934-9219
PO Box 672
La Plata, MD
Firm
Ameriprise Financial
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Government and Military, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mrs. Christine M. Parker, CFP®
(866) 681-7526
9300 Endowment Pl
La Plata, MD
Firm
Parker Financial, LLC
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Roger Bruce Merrick, CFP®
(301) 934-9219
PO Box 672
La Plata, MD
Firm
Ameriprise Financial
Areas of Specialization
Charitable Giving, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Robert T. Ramos, CFP®
(301) 885-0955
603 Post Office Rd Ste 106
Waldorf, MD
Firm
Wealth Management Partners, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

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