Blaser Investments LLC

Joseph Geier, AGT - MAI Capital Management is a financial services firm based in Marriottsville, MD. Specializing in investment management and financial planning, the company offers personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing sound financial advice, Joseph Geier, AGT - MAI Capital Management assists individuals and businesses in navigating the complexities of the financial world. Generated from their business information

Impact Capital Strategies is a financial advisory firm based in Marriottsville, MD, that aims to have a positive impact on both clients' portfolios and society as a whole. With a team of experienced financial advisors, they develop effective and comprehensive plans tailored to the unique goals of individuals, families, nonprofit organizations, and foundations. Through their expertise in investing with impact, they leverage the power of money to create far-reaching effects, aligning clients' investments with their values. As a registered branch administrator, senior operations manager, and managing partners, Ashley Lazarewicz, Jon Ellenbogen, Steve Badt, and Pamela Zeger lead the team at Impact Capital Strategies, providing personalized financial solutions and advocating for responsible investing. They offer a range of investment and insurance products, ensuring that clients' investments are not only protected but also have the potential for growth. With a commitment to giving back and a focus on social impact, Impact Capital Strategies is dedicated to helping clients achieve their financial goals while making a difference in the world.Generated from the website

Oxford Planning Group, based in Woodstock, MD, is an independent Registered Investment Advisor providing unbiased financial guidance to clients at every stage of life. With a focus on personalized advice and client education, their team of Certified Financial Planners is dedicated to helping individuals navigate changes, build wealth, plan for retirement, and secure their financial futures. Offering services such as Investment Management, Retirement Planning, Estate Planning, and Qualified Plan Consulting, Oxford Planning Group emphasizes the importance of adapting financial plans to each client's unique goals, risk tolerance, and investment time frame. By prioritizing client relationships and individualized strategies, they strive to empower clients to make informed decisions and achieve long-term financial success.Generated from the website