Feldman Wealth Advisory LLC

Severn Financial is a team of highly skilled financial planning professionals based in Annapolis, MD, dedicated to helping individuals, families, and business owners achieve their financial goals. With a thorough and collaborative approach, they provide a range of services tailored to each client's unique needs, offering guidance and assistance to secure a prosperous future. Driven by their clients' success, Severn Financial's concierge-level service ensures that every aspect of their clients' wealth needs is addressed, whether it's retirement planning, business growth, or building a solid financial foundation. With a team of motivated experts, they bring together a wealth of knowledge, skills, and life experiences to deliver comprehensive financial planning solutions.Generated from the website

Stephen I James & Associates is a financial planning and life insurance company located in Annapolis, MD. They provide a range of services tailored to meet individual goals and priorities. Specializing in retirement planning, college savings plans, estate planning, and business services, they offer personalized solutions to address specific financial needs. With a focus on insurance, the company offers various life insurance options such as whole life, universal life, variable universal life, and term life insurance. Additionally, they provide disability insurance for individuals and professionals like doctors and dentists, along with long-term care coverage to ensure comprehensive financial protection. In the realm of investments, Stephen I James & Associates offers brokerage accounts, private wealth management, and investment advisory services. Clients can benefit from exclusive market commentary and personalized guidance to make informed decisions for growing their wealth through tailored conversations with financial advisors. Generated from the website content

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Annapolis, MD area, Jordan Gonzalez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.