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

Investment Consultations for Maryland & DC


Please submit your request for an appointment for the office location of your choice in the boxes below. 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


The best way to have a successful day is to develop a plan that accounts for the unknown. To help you enjoy a financially stress-free existence, we will help you to determine your potential exposure. There are individual risks and overall risks.

As your individual situation develops, your personal risk level changes. It is crucial for us to acknowledge shifts in your obligations and life so we can contemplate the fiscal impact and reconsider your risk levels respectively.

Change in life is inevitable. Do not be caught unaware. Without a strategy, risk can undermine your financial prosperity and goals. CIC can work with you to determine options that will prepare you for risks and help you mitigate any losses. Our group of financial planners will search for potential pitfalls and ensure you have the understanding you need to make informed decisions.

CIC works with you to…

  • Determine and inform you of possible risks
  • Demonstrate how these risks may alter your wellbeing and disrupt your goals
  • Create strategies to effectively alleviate risk
  • Analyze and pro-actively manage your risk management strategies