Kurtz Connor Browning-Phillips

Three Leaf Financial, located in Fairfax, VA, specializes in investment management, insurance planning, and customized financial strategies tailored to individual goals and risk tolerance. As a fiduciary, they prioritize a risk-controlled approach to investment portfolios, ensuring alignment with clients' financial objectives. In addition to investment services, Three Leaf Financial creates tailored insurance plans that address long-term care costs and survivorship concerns. Their comprehensive financial planning integrates a suitable mix of investments, insurance, and strategic planning to help clients achieve their financial aspirations. Generated from the website

Blue Point Financial, located in Bethesda, MD, specializes in customized wealth planning, investment management, financial planning, insurance, and business solutions tailored to individual client goals. Known for their collaborative approach, the firm places a strong emphasis on personal connections, ensuring that clients receive seamless guidance throughout their financial journey. Ranked as the #5 Financial Security Professional in Maryland by Forbes in 2024, Blue Point Financial prides itself on simplifying the complexities of wealth management. Their commitment to understanding each client's unique situation enables them to create bespoke financial strategies that offer peace of mind and direction toward achieving ideal futures. Generated from the website

Eastern Union, based in Bethesda, MD, is a comprehensive commercial real estate firm specializing in various divisions including Debt, Equity, Healthcare, Investment Sales, and Structured & Bridge financing. With a track record of nearly $30B in refinancing and acquisitions, Eastern Union excels in closing loans of any size, location, and property type. For clients in the healthcare sector, Eastern Union offers tailored financial solutions for skilled nursing facilities, CCRCs, and hospitals across the nation. Their expertise extends to bridge financing, HUD financing, and acquisition loans, providing stability and support in a complex market environment. Additionally, their Investment Sales division is committed to delivering unmatched client service, guiding investors through market fluctuations and aiding in informed decision-making. With a focus on integrity and client satisfaction, Eastern Union's diverse team of professionals ensures a seamless process for securing loans and investments. Generated from the website content