1901 Research Blvd., Suite 100-GJ Rockville, MD 20850 Phone: (240) 463-6362
We are World Financial Group, a financial services organization whose associates, through its affiliated companies, offer a broad array of financial services products.
World Financial Group is one of the few companies of its kind in the industry today - a company dedicated to serving the financial needs of individuals and families who are often overlooked by the financial services industry. Unlike other companies who target only wealthy clients, WFG is dedicated to teaching people simple financial concepts that will help them put their money to work more effectively and move them toward achieving their financial goals.
World Financial Group also helps families by offering everyday people an uncommon opportunity - the chance to change careers and be in business for themselves, but not by themselves. WFG's Executive Headquarters support, powerful industry relationships, innovative training programs and hands-on field-mentoring business model coupled with your ability to learn and your determination to win can help you start a new future.
11 N. Washington Street, Suite 500 Rockville, MD 20850 Phone: (240) 268-1000
Halpern Financial, Inc. is an independent, fee-only, Registered Investment
Advisory firm based in Rockville, MD. We provide wealth management services
to high net worth families and closely-held businesses enabling them to
achieve their financial goals. We provide the most comprehensive and
personal service available, thus earning a reputation for excellence in our
industry. Wealth Manager magazine has recognized us in their "Top Wealth
Managers" survey in each year they have evaluated fee-only investment
advisory firms throughout the country. For each of our clients, our goal is
the same, increase net worth and provide financial independence.
Our tailored financial plans aim to:
Minimize investment costs
Minimize downsize risk
Maximize tax efficiency
Promote client education
Improve the probability for investment success through the use of
institutional asset class models
5 Lake Potomac Court Potomac, MD 20854 Phone: (301) 299-6944
A management, financial, and actuarial consulting practice specializing in business and financial plans, problem identification and resolution, peer review, acquisitions, and presentation/writing skills development. We help companies help themselves.
World Financial Group
Commercial Credit Corp
Halpern Financial, Inc.
Potomac Wealth Advisors, LLC
Integral Consulting, LLC