Angelo Pineda: Primerica-Financial Services

Potomac Financial Group is a comprehensive financial planning firm located in Beltsville, MD. They offer a wide range of services including retirement planning, estate planning, education planning, insurance planning, investment management, and small business planning. With their personalized solutions, they aim to help individuals achieve their immediate goals and long-term aspirations of financial independence and well-being. As a trusted partner for life, Potomac Financial Group provides a planning process that is as personal as each client. Their comprehensive wealth management planning process ensures that every aspect of a client's financial life is assessed, optimized, and refined to meet their goals. With a focus on understanding and managing risk, they use innovative tools to align with individual risk tolerance and achieve greater investment success.Generated from the website

Klauenberg Retirement Solutions, LLC was founded in 1983 with the goal of assisting our clients in every aspect of their retirement financial lives. For each of our clients we strive to help create financial stability and security in order to provide financial confidence. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. In May 2014, Klauenberg Retirement Solutions, LLC was one of twenty wealth management firms picked by Forbes Magazine to be highlighted in their Capital Region Financial Leaders section.