Joseph Feldman Certified Financial Planner

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

Scott McRoy is a financial advisor based in Annapolis, MD, affiliated with Ameriprise Financial. He holds multiple prestigious designations, including Certified Financial Planner (CFP), Accredited Estate Planner (AEP), and Chartered Financial Analyst (CFA), showcasing his expertise in various aspects of financial planning and investment management. With a commitment to personalized financial advice, McRoy and his advisory team focus on helping clients achieve their financial goals through tailored strategies that encompass wealth management, retirement planning, and estate planning. Their extensive qualifications reflect a deep understanding of the complexities of asset management and the unique needs of individuals and families. Generated from the website

UBS is a global financial services firm with a presence in over 50 countries, offering a wide range of services to clients worldwide. Explore UBS's offerings in the United States of America by visiting their website to discover the financial solutions available to individuals and businesses. Generated from their website's infomation