Davis Planning Associates Inc

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Pinion Financial Services, based in Chevy Chase, MD, is a certified public accounting firm founded in 1992 by Maribel Torres-Pinero, CPA. The firm offers a range of accounting and tax services to clients in Maryland, the District of Columbia, Northern Virginia, and nationally. With a dedicated team of professionals, Pinion Financial Services specializes in accounting, tax preparation, and outsourced accounting solutions. Clients can rely on their expertise to meet their financial needs with precision and professionalism. Generated from their available business information

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.