Financial Advisor Owings Mills MD
CIC Wealth offers financial planning services in Owings Mills, Maryland. With an office located at 25 Crossroads Drive, we proudly service residents in Owings Mills and the surroundings area. Our Owings Mills financial planners will help you take a holistic approaching to financial planning. Put simply, our strategies and education process will help you live worry free both now and in the years to come.
Our approach to financial planning is transparent – and we are dedicated to help you design a life well calculated. How do we do that? It’s simple. First, our approach is independent and bias free. Second, we restrict the amount of new clients we accept; this allows us to provide top quality, personalized service. Third, our financial advisors in Owings Mills have an average of 18+ years of experience in the financial services industry.
CIC Wealth is highly regarded by our colleagues in the industry, and more importantly, by the media. We are honored to be called upon to write and give quotes to the Wall Street Journal, Forbes, and several other financial publications.
What types of clients hire CIC? Many different types! Whether you are a business owner, professional athlete, retiree, person in transition, or female decision maker, we are here to help! We fully recognize that different investors have different needs. Some of our clients just want their assets to grow over time, whereas others rely on their investments for cash flow to sustain their day-to-day needs. We work with you to thoroughly understand your goals. In turn, we can insure that you are comfortable with the plan for your investments.
And remember, when you need an Owings Mills MD financial planner, call CIC Wealth. There is never a charge for your first consultation with us.