Eric Felsenfeld, APMA® - Financial Advisor
COMPANY PROFILE
Eric Felsenfeld, APMA® - Financial Advisor
Overview
Eric Felsenfeld, a financial advisor, specializes in providing customized financial planning tailored to each client’s unique circumstances and aspirations. Our goal is to help our clients achieve their financial objectives through detailed planning and strategic advice.Actions
Contact Name: Eric Felsenfeld
Phone Number: (301) 251-4400)
Primary Address
14119 Travilah Rd, Rockville , Maryland, United States 20850
Social Media
Key Facts
| Services: Financial | |
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Founded: 2015
Revenue: $1 million
Firm Size: 2-9
No of Clients:100+
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| Client Name: N/A | |
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Key People:
Eric Felsenfeld - Owner |
Reviews
Strategic, Personalized Financial Planning
Positive
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Overall Feedback:
Eric Felsenfeld provides outstanding strategic and personalized financial advisory services. His commitment to understanding clients’ unique goals and crafting tailored solutions sets him apart. His professionalism, clear communication, and consistent follow-up make him a trusted partner in any financial journey. I highly recommend his services to anyone looking for reliable, results-driven financial planning.Any areas they could improve?
This financial advisor stands out for offering truly customized financial planning. They take the time to understand each client’s unique circumstances and aspirations, which makes a huge difference in the outcomes.
- hired for: Financial
- hired in: 2022