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Address:

8021 Green Heron Court


Belmont

,

NC

28012

Phone:

240-457-7391

Our Qualifications

Our Firm

now in its 40th year has been working with individuals and businesses in the Washington DC. and surrounding areas for all their insurance and benefits needs.

We have extensive personal and professional experience in Employee/Employer benefit planning and administration. Commercial and Individual Property and Casualty Insurance.  We have helped business clients with 10 employees and companies with thousands of employees develop and initiate programs to coordinate their benefit programs to make them easier to administer and be more cost effective.

Our network of professional accountants and attorneys have an expertise in employee benefit law (ERISA), estate conservation as well as tax reduction strategies.

We're looking forward to using our experience to help you pursue your financial goals.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck