Mon - Fri: 9:00am - 5:00pm
(301) 816-4683

Financial Advisor Rockville, Maryland

CONTACT

Please submit your request for an appointment for the office location of your choice in the contact form. Once submitted, please expect a response within 24 hours during normal business hours Monday through Friday.

For immediate assistance, please call our office directly.
Gaithersburg, (301) 812-4608
Owings Mills, MD, (410) 363-4683
Washington, DC, (202) 299-1290

Financial Advisor Rockville, Maryland

Financial Advisor Rockville, MarylandProviding a comprehensive approach to financial planning and management, CIC Wealth financial advisors serve Rockville, Maryland and the surrounding area. If you own a business, are an athlete, are retired, or make decisions for your family estate, CIC Wealth is prepared to customize a program to help meet your needs. We do not believe in one-size-fits-all services. Instead we individualize plans based on your specific needs, goals, and financial dreams. We educate you as we go along, and encourage you to take an active part in the investment process. At CIC Wealth, you can be an active part of the investment process, or you can hand it over to us to manage. Either way, we’ll ensure that you are confident, secure, and happy with your investments. Our financial planners serving the Rockville, Maryland area are confident and experienced.

At CIC Wealth, we help you prepare for the unexpected. Our financial planners in the Rockville, Maryland area will help you prepare your finances so that, in the event of a personal emergency, you are secure and your assets do not suffer. We help create a worry-free environment as you entrust us with your finances. Our team is ready and willing to help you weather your uncertain financial future as we help meet your objectives and ultimately your goals.

We limited the number of clients that we accept so that we can provide optimal service. Our financial planners in the Rockville, Maryland area take the time to understand your needs, your personal financial situation, and your goals. We help you build a plan that you can feel confident in and we are always ready and willing to answer questions. If you are ready to make the commitment to your financial future, contact CIC Wealth today. Our financial advisors are ready to meet with you, and remember- your initial consultation is free.