Focus Areas
- Estate & Legacy Strategies
- Charitable Giving
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Corporate Executives
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Wine Collecting/Enthusiast
- Vintage Cars
- Traveling
- Fishing
- Culinary Arts
Team Members
- Laura GlaserSr. Branch Office AdministratorFPQP®
- Elli RosadoBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(410) 257-1321Fax
(855) 224-5844Office Address
9120 Chesapeake Ave Suite 200North Beach, MD 20714opens in a new window
Mailing address
P O Box 1455North Beach, MD 20714
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