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Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors : planification à honoraires uniquement, avec une approche holistique axée sur le client.
5(5 avis)
Comptable
$$$
Fondée en 1986
Baltimore-Washington Financial Advisors : planification à honoraires uniquement, avec une approche holistique axée sur le client.
Baltimore-Washington Financial Advisors, basé à Columbia, MD, est une société de conseil financier à honoraires uniquement, forte d'une histoire de 30 ans et d'une équipe de professionnels expérimentés. Les clients apprécient le personnel professionnel, un accès facile et un service réactif. Les services comprennent la gestion d'actifs, la planification de la retraite et de la succession, la planification fiscale, et bien d'autres. Ils proposent des webinaires, des podcasts et des ressources éducatives pour tenir leurs clients informés.
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Gestion de portefeuille personnalisée et stratégies d'allocation d'actifs pour faire croître et protéger votre patrimoine.
Planification complète de la retraite, y compris des stratégies de revenu et la définition d'objectifs pour un avenir sûr.
Conseils sur les testaments, fiducies et la planification successorale pour garantir que vos actifs soient gérés selon vos souhaits.
Des services fiscaux spécialisés, y compris la préparation des déclarations et des stratégies pour minimiser les impôts et optimiser les résultats financiers.
Accès à des webinaires, des podcasts et des supports éducatifs sur la finance personnelle et les sujets liés au bien-être.
We have been with BWFA for about 4 yrs and we've been pleased with the results. The service and communication across the board has been excellent. Added bonus they do our taxes, upload everything to them. Also, they host numerous useful webinars that are then made available through online library. Definitely recommend!
I have been a client with BWFA for 4 years and continue to be impressed with the Professionalism of all the staff. Contact with BWFA is easy and they are always available for even the most simple questions. I highly recommend BWFA for your financial needs.
BWFA is exceptional and we have worked with them for several years. We have worked with other financial advisors in the past but BWFA exceeded our expectations. They put together a detailed financial plan and as we retired they revised the plan. They also offer a wide range of services and are very responsive to our questions and requests. I highly recommend them.
BWFA has knowledgeable staff and take a holistic approach. This is not just financially but they commit to improving your total well being. I appreciated the level of detail in my first comprehensive review. Each yearly review the team has listened to my life changes and helped me tweak my plan to reach my goals. The team has been accessible for specific issues between reviews and I’ve enjoyed the emails, podcast series and webinars to keep me informed and grounded.
**We are impressed with BWFA.** After reading Consumer's Checkbook, we interviewed six highly rated financial firms. BWFA was the only one that made us feel like we belonged and that they would work with us to meet our individual needs. We started by working with BWFA to create a financial plan. We were then very pleased with their guidance through the current state of the markets. In addition to their expert financial management, the staff are always pleasant and eager to answer our questions. BWFA also offers a variety of educational resources, including live webinars on all topics related to finances for all ages, as well as health, cooking, and book groups. They also have a podcast that is short and to the point on relevant topics. We are very pleased with our decision to hire BWFA. They are a valuable asset to our financial well-being. Here are some additional details about BWFA that we found to be impressive: * They are a fee-only financial advisory firm, which means that they are paid a flat fee for their services, rather than receiving commissions from the products they sell. This ensures that they are always acting in the best interests of their clients. * They have a long history of providing excellent service to their clients. They have been in business for over 30 years and have a team of experienced financial professionals who are dedicated to helping their clients achieve their financial goals. * They offer a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. This allows them to provide a comprehensive financial solution for their clients. * They are committed to providing their clients with the highest level of service. They offer a variety of resources to help their clients learn about personal finance, including webinars, educational materials, and a podcast. Overall, we were very impressed with BWFA. They are a reputable financial advisory firm that offers a wide range of services and is committed to providing their clients with the highest level of service. We would highly recommend them to anyone looking for a financial advisor.
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