Educators Financial Group

Blue Heron Financial Group is a registered investment advisor and broker-dealer based in Annapolis, MD. They offer a wide range of services, including investment account management, financial planning, and insurance products. With a team of experienced professionals, Blue Heron is committed to providing personalized solutions to help clients achieve their financial goals. As a community-focused firm, Blue Heron is actively involved in outreach programs and offers resources such as articles, calculators, and newsletters to educate and inform clients. They prioritize client satisfaction and strive to build long-term relationships based on trust and transparency. Securities and advisory services are offered through LPL Financial, a leading financial services firm, ensuring clients have access to a comprehensive suite of investment options.Generated from the website

Medallion Financial Group, located in Gaithersburg, MD, specializes in simplifying financial planning for their clients. They focus on creating clear and easily understood financial strategies that aim to untangle complex financial situations and help individuals pursue their retirement goals with confidence. The team at Medallion Financial Group takes a personalized approach, helping clients get organized by assessing their financial landscapes and identifying coverage gaps. They work collaboratively to develop a road map tailored to individual needs, ensuring clients stay on track and adapt their plans as circumstances change. Generated from the website

We're financial counselors that work with you to meet your individual goals, from restoring your credit score to purchasing a house!