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The Family Firm

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Financial Planning Consultants

8120 Woodmont Ave. Suite 630, Bethesda, MD 20814

301-656-3999

CLOSED NOW: 
Today: Closed

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DETAILS
General Info
The Family Firm is an independent Fee-Only™ personal financial advisory firm headquartered in Bethesda, Maryland. We focus on providing a conflict-free environment for our clients in order to help them reach their individual financial goals. We do not receive commissions from any institution or from the investments we recommend. We do not work for any bank, brokerage firm or insurance company when selecting products and services for you.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Category
Financial Planning Consultants
Services/Products
    Estate PlanningFinancial PlanningInvestment AdvisorTax PlanningEstate PlanningFinancial PlanningInvestment AdvisorTax Planning
Payment Options
Neighborhood
Bethesda
Accreditation

Fee-Only™

CFP®

CERTIFIED FINANCIAL PLANNER™

NAPFA

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Data provided by one or more of the following: Thryv, Data Axle, Yext.