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Wells Fargo Advisors Financial Network in Rockville, MD offers personalized financial guidance and investment strategies to help clients pursue their goals and dreams. With a focus on lasting relationships and tailored plans, their team, led by CERTIFIED FINANCIAL PLANNER Demitri Jim Paidas, is dedicated to providing sound financial advice for a secure financial future. Clients benefit from a flexible and customizable planning approach, supported by a company committed to helping investors thrive and succeed. Offering a range of investment and insurance products, Wells Fargo Advisors Financial Network aims to empower individuals in making confident decisions for their financial well-being.Generated from the website

Cohn Family Investments LLC is a privately-owned investment firm based in Rockville, MD. Specializing in a variety of financial opportunities, the company focuses on strategic investments to generate long-term returns for its clients. With a commitment to prudent financial management, Cohn Family Investments LLC offers personalized investment solutions tailored to individual goals and risk profiles. The firm's experienced team leverages market insights and expertise to help clients navigate the complexities of the financial landscape. Generated from their business information

Blackfield is a boutique private investment office based in Rockville, MD, dedicated to serving founders, executives, family offices, and mission-driven institutions. The firm provides tailored investment solutions and discrete advisory services designed to preserve capital, unlock value, and drive long-term outcomes. With a focus on creating multi-asset portfolios, Blackfield combines institutional expertise with personalized attention, ensuring clients receive sophisticated portfolio management. Their seasoned team brings over 50 years of collective experience in managing institutional assets across various sectors, emphasizing capital preservation, discounted valuations, and potential for asymmetric returns. Generated from the website