“We have been clients of Tracy's for many years. Her timely advice has put us on track for a peaceful and happy retirement. She listens to our goals and aspirations and suggests options that meet our needs, whether or not they require First Command products and services. Every year she makes at least one suggestion that earns or saves us money. She never pressures us to make decisions we do not understand. We appreciate her guidance and her attentive staff.“
“David Kassir is very friendly and professional. He planned our life insurance, our retirement plan, and our investment plan for my family. I am very happy with his service and highly recommend David as a financial advisor.“
“Best in the business....Honest and always helpful in all aspects of finance. Extremely knowledgeable. They have my business indefinitely!“
8:30AM - 5:30PM
3202 Tower Oaks Blvd #400, Rockville
Financial Planners
“Top notch investment advice and support at a flat rate. We have been clients since 1998, and are very glad that Jeff Sella is handling our retirement accounts. We would not be so confident of a comfortable retirement without his guidance.Highly recommended.“
“I worked with Benjamin Green to update my life insurance policy. What I really enjoyed about working with Ben was his desire to learn as much as possible about my background. This allowed Ben provide product options that made the most sense for my family. After he learned about my background he performed a detailed analysis and he gave me the time (without pressure) to decide. I would highly recommend Ben for his life planning services.“
“I have depended on Michael'a advice for over 5 years. He helped me come up with a plan to get rid of my student loans, which are gone! He then helped me and my wife come up with a plan to buy a house and fine tune our investments. He is detail oriented and explains everything clearly. He's great!“
“I spoke with mike and he was massively helpful. Looking to add more money in the future.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Had a great experience purchasing a second home through Fairway. The closing was prompt, and Lency was especially helpful in making sure everything went as smooth as possible. I definitely plan on working with them in the future.“