Jvb Financial Group

Certa Advisors is a retirement planning firm based in Frederick, MD, dedicated to providing customized strategies that empower clients to navigate the complexities of the financial world and protect their future. With a focus on asset maximization, federal employee benefits, and asset allocation risk, Certa Advisors offers personalized retirement solutions designed to provide confidence and clarity. As part of their commitment to helping clients leave a legacy for their loved ones, Certa Advisors offers complimentary access to Generational Vault, a secure online safety deposit box where clients can store their financial and legal information. Additionally, Certa Advisors provides tax strategies to minimize tax liabilities and offers seminars to educate individuals on retirement planning. Generated from the website

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.

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. Generated from the website