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The Family Firm


familyfirm.com


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The Family Firm

Homepage http://www.familyfirm.com
LinkedIn Profile https://linkedin.com/company/the***-firm-***
HQ Location United States , Maryland, Bethesda
Bethesda, MD
Coordinates 39.******° N, -77.******° E
Last Update 2023-05-08
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The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.



Financial Services, Banking, and Investment Solutions

Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.

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Details of The Family Firm

Founded in
1984
Services
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Industry
Financial Services, Banking, and Investment Solutions
Company Type
Private Company
Enterprise Size
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Headquartered
United States, Maryland, Bethesda
Website
http://www.familyfirm.com


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