We are a wealth services firm located in Gaithersburg, MD dedicated to the financial success of our clients. Our new location is 1 Bank St. Suite 200 Gaithersburg, MD 20878. We are very excited about the new office and look forward to seeing you soon. We ask that you wait to schedule with us until you are fully vaccinated.
Please feel free to call 240-261-4572, or write info@arnoldfinancialLLC.com for additional information. We have access to a wide variety of investment managers on an independent platform - always putting your goals first. Fee-based planning and billable rate project work is available to business and personal households.
Please feel free to call 240-261-4572, or write info@arnoldfinancialLLC.com for additional information. We have access to a wide variety of investment managers on an independent platform - always putting your goals first. Fee-based planning and billable rate project work is available to business and personal households.
Services
David Arnold is a CERTIFIED FINANCIAL PLANNER (CFP(R)) and CHARTERED FINANCIAL CONSULTANT (ChFC(R)) working in the financial services industry since 2006. He graduated from the Smith School of Business at the University of. Edith Hileman has been a licensed agent for life, property, casualty and health for 14 years.
AFS specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Learn about the importance of having an estate strategy in this helpful and informative video. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The fiduciary standard is the highest standard of care with regard to client interaction. As noted on the CFP(R) board website: The Rules of Conduct require CFP(R) professionals to put your interests ahead of their own at all times and to provide their financial planning services as a "fiduciary"-acting in the best interest of their financial planning clients.
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