Financial Planner Rockville, Maryland
Taking a holistic approach to financial planning, CIC Wealth financial advisors serve Rockville, among many other areas in Maryland and Washington, DC. Whether you are a business owner, professional athlete, retiree, or a female decision maker, CIC Wealth has a program tailored to meet your individual needs.
We don’t believe in cookie cutter services! We are dedicated financial planners serving Rockville, Maryland because we recognize that your money represents your security and peace of mind. We educate you as we go through the investment process in order to help you participate in your financial decisions.
Through CIC Wealth, you can choose to either be actively involved in your investments or trust in your own personal advisor to make decisions on your behalf. Either way, you can rest assured that you are in the hands of experienced financial advisors serving Rockville, Maryland.
At CIC Wealth, we understand that sometimes there are bumps in the road. As proactive financial advisors, we aim to help members of the Rockville, Maryland community prepare for life’s unexpected events. Working hand in hand with our clients, we plan for all that may lie ahead.
Our goal is to help you live worry-free with the confidence that your investments will help you weather any storm. Our experienced team will help you prepare for and feel confident about the future.
In order to provide the best service, our boutique firm limits the number of clients we accept. As fee based financial advisors serving Rockville, Maryland, we would prefer to have long-lasting relationships with a limited number of clients. By limiting the number of individuals we serve, we are able to keep in regular contact with updates to help you feel both comfortable and confident. Make a commitment to your future and call our financial advisors serving Rockville, Maryland today!