State Farm

Carlos is a bilingual financial advisor who knows your goals and circumstances are unique. He’ll work with you to build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, he can help analyze your investments and prioritize your needs, wants, and desires.

Kaiser Permanente in Silver Spring, MD, is a healthcare organization dedicated to providing personalized care and coverage tailored to individual needs. Their comprehensive services include benefits and coverage review, appointment scheduling, medical records management, pharmacy services, billing assistance, and health and wellness resources. With a strong emphasis on preventive care, Kaiser Permanente offers a range of health and wellness programs to help individuals and communities thrive physically, mentally, and emotionally. Patients have access to a network of top-notch doctors, facilities, and resources designed to support their overall well-being. At Kaiser Permanente, patients benefit from a connected care team approach where doctors, hospitals, and health plans collaborate seamlessly. The organization prioritizes convenience and flexibility, offering various communication channels for accessing healthcare professionals. By focusing on preventive care and community well-being, Kaiser Permanente aims to empower individuals to lead healthier lives. Generated from the website content

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Silver Spring is here for you, serving the northern Beltway area, including Eastern Montgomery County and Prince George's County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.