D Souza Financial Strategies

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120 W Church St
Frederick, MD 21701
+1 (301) 694-3436
https://dfinancialstrategies.com

D'Souza Financial Strategies, founded in 2005 and led by Anneliese D'Souza, offers a comprehensive range of financial services, including financial planning, investment management, retirement planning, group retirement plans, estate planning, and risk management, tailored to meet the unique needs of individuals, families, and businesses. With over a decade of expertise, the firm emphasizes a personalized approach to help clients achieve their financial goals through customized solutions.

Anneliese D'Souza, a CERTIFIED FINANCIAL PLANNER professional, provides new clients with a complimentary one-hour consultation to assess their specific needs and develop strategic plans. The firm is committed to continued professional development,_ as evidenced by Anneliese's various financial certifications and memberships, ensuring clients receive knowledgeable and effective guidance in their financial journey.

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