State Farm

According to the website:Allstate is a leading provider of insurance products and services in Mt Airy, MD. The company offers auto, home, motorcycle, RV, and life insurance to customers. Allstate has a network of agents and financial representatives in Mt Airy who can help customers find the best coverage for their needs and budget. Whether customers need to protect their car, home, family, or future, Allstate can help with insurance needs.

Financial Foundations, you have the resources of a large firm with the personal attention of a small practice. We work comprehensively with our clients and their wealth management plans in a collaborative way. We utilize a disciplined approach that incorporates the 13 Wealth Management Issues that our research shows are important for our clients to address. A personal financial plan is created for clients that addresses the management issues on a more detailed level so we can create appropriate recommendations. By leveraging the vast resources of DFPG Investments, Inc. (DFPG) and Integrated Advisors Network, LLC (IAN), we strive to provide clients with the appropriate ideas and products for their needs.

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.