New York Life Insurance Company

Weitz Financial Group, based in Bethesda, MD, has been providing comprehensive financial solutions for business owners and executives since 1989. Specializing in employee benefits consulting and wealth management, the firm integrates the latest technologies to offer clients a holistic financial planning platform tailored to their unique needs. Founded by Scott Weitz, the firm emphasizes a client-centric approach, fostering mutual trust and respect while delivering personalized strategies for both businesses and individuals. With a wide range of services including investment management, estate planning, and succession planning, Weitz Financial Group is dedicated to helping clients achieve their financial goals at every stage of life. Generated from the website

Collins Investment Group is a financial services firm based in Bethesda, MD, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, the firm helps clients navigate the complexities of investing and financial decision-making. Founded on principles of trust and integrity, Collins Investment Group aims to provide tailored solutions to meet the unique needs and goals of each client. Through a collaborative approach, the firm strives to empower individuals and families to make informed financial choices for a secure future. Generated from their business information

Capital Associates in Bethesda offers a straightforward approach to Retirement Planning, focusing on Design, Build, and Protect. Their personalized plans are tailored to each individual's life, helping clients achieve their financial goals while prioritizing family, worth, and legacy. With a commitment to clarity and goal achievement, Capital Associates guides clients through the process of creating a plan that aligns with their unique circumstances. By emphasizing the importance of family and legacy, they empower individuals to secure their financial future. Generated from their website's infomation