Brian Harper - The Agency at Harbor Place

Freedom Financial Advisors of Maryland, based in Bethesda, offers investment advisory products and services through AE Wealth Management, LLC, a Registered Investment Adviser. Additionally, FFAM provides insurance products and services, emphasizing the importance of financial security and steady income streams through fixed insurance products. With a focus on risk management and financial planning, FFAM helps clients navigate the complexities of investing, ensuring they understand the potential risks and rewards involved. By offering a range of products and services, including annuities backed by reputable insurance companies, FFAM aims to provide individuals with tailored financial solutions to meet their specific needs and goals.Generated from the website

Values Based Wealth Management in Chantilly, VA has been dedicated to assisting families for over forty years in protecting their wealth and establishing legacies through well-thought-out financial planning. Their founder, Brett W. Hagen, takes a slow, methodical, and empathetic approach to understanding clients' needs and goals. With a focus on respect for values and a commitment to personalized service, Values Based Wealth Management aims to simplify the complexity of financial planning for individuals and families. Their team ensures clients feel supported and empowered to make informed decisions for a secure financial future.Generated from the website