Dave, Ken, Kelly, David & Evan
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Helping Clients Realize
Their Financial Dreams

A comprehensive financial services firm with offices in Hagerstown & Frederick, MD, committed to helping you find your financial independence.

Free Portfolio Risk Analysis
What is an Annuity? Our June blog explores this topic with Private Wealth Manager Ken Smith as part of Annuity Awareness Month.
Check it out to learn more! 
 
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Join us July 19th at 12:00 noon or 5:30 PM for our Medicare Planning Webinar!
Register today. 

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We customize strategies that help you transform your prosperity into a lifestyle for today and a legacy for your future...

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...in order to help you fulfill your dreams and pursue financial goals that provide results and financial independence.

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1825 Howell Road,

Suite 5

Hagerstown, MD 21740

6919 Baltimore National Pike,

Suite C

Frederick, MD 21702

(301) 733-7777​​​
(301) 473-7777
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 
 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

 

Check the background of investment professionals at Sterling Financial Management on FINRA's Broker Check.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, DC, DE, FL, KS, KY, MA, MD, MI, MS, NC, NJ, OH, OR, PA, SC, TX, VA, WV.

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