Susan L.
1/2/2014
Run, do not walk to your next possible financial advisor. Choose someone who is a certified financial planner. Although Peg Downey was a partner in this firm, she has retired and Denise Leish is...
Money Plans
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8701 Georgia Ave Ste 710
Silver Spring, MD 20910
Money Plans is a fee-only independent registered investment advisor located in Silver Spring, MD, specializing in comprehensive financial planning, wealth management, and senior living planning. The firm is dedicated to providing customized solutions that prioritize the best interests of its clients, helping them achieve their financial goals both pre- and post-retirement.
With a focus on delivering cost-effective portfolio management and clear strategies, Money Plans emphasizes the importance of diversified investments and professional planning. Their team is committed to educating clients about the economic landscape and assisting them in navigating their financial journeys.
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