Financial Management Solution

Prime Investment Advisors is a Bethesda-based financial advisory firm that specializes in comprehensive investment and financial planning for high-net-worth individuals and families. With a prominent reputation in the Bethesda, Maryland area, Prime has built a multitude of client relationships since its establishment in 1991. The firm is led by Stephen Polan, a licensed CPA with a Masters degree in Taxation, who brings extensive industry experience to his role as Senior Wealth Advisor and Managing Director at Prime. Recently, Prime Investment Advisors was acquired by MAI Capital Management, a registered investment adviser based in Cleveland. This acquisition expands MAI's presence in Maryland and strengthens its Mid-Atlantic footprint, while also adding significant talent and expertise to its team. With a focus on providing leading investment advice and resources, MAI is dedicated to helping clients advance their financial futures and achieve their goals.Generated from the website

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.