WELLNESS DIRECTORY -
FINANCIAL

Ameriprise Financial Services, Inc.
Christopher D. Allen, CRPC
Advanced Financial Advisor

5870 Trinity Parkway
Centreville, VA  20120

Phone: (703) 653-8946
Fax:     (703) 631-6024

E-mail:    christopher.d.allen@ampf.com
Website: http://www.ameripriseadvisors.com/christopher.d.allen/

As an Ameriprise financial advisor, I believe success should be measured not just by your financial wellbeing, but by how confident you feel about your future.  My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice.  This focus is designed to help you reach your goals, giving you greater confidence.

Primerica Financial Services
Homer Yen

9059 Gaither Rd.
Gaithersburg, MD  20877

Phone: (301) 775-4141
Fax:     (240) 632-2246

E-mail:    homer_yen@yahoo.com
Website: http://www.primerica.com

Hello!  I’m Homer Yen. 

And, I teach people about money.   At Primerica, we provide you with a complimentary FINANCIAL NEEDS ANALYSIS.  From it, see how to: 1) better focus your hard-earned monies; 2) fix the holes in your financial system; 3) understand how to have the wealth mindset.   

Become great at: investing; retiring; getting out of debt; protecting your assets/family; and creating passive income.  Let’s sit down and find out how to get you to the next level!

Phase V Consulting, LLC
D.B.A. Nicole and Phase V Financial
Nicole T. Cole

9701 Apollo Drive, Suite 417
Largo, MD  20774

Phone: (301) 322-8104
Fax:     (301) 322-8396

E-mail:    NCole@Phase-V.net
Website: http://www.Phase-V.net

Phase V Financial/Nicole Cole is a financial advisory firm specializing in comprehensive financial planning for Federal Government Employees and retirees, as well as, health care professionals.  Comprehensive financial planning or lifestyle financial planning involves understanding an individual or couple's goals that require money and then developing a plan to help them more efficiently and effectively realize those goals.  Implementing the plan for Phase V includes managing and growing an individuals or couples investible assets as well as helping them to manage their cash flow (i.e. budget), reduce/eliminate their debt and protect those assets (i.e. estate planning and insurance).  Nicole Cole is a professional with a heart to serve.  We offer planning workshops regularly for Federal employees and retirees.  Please visit our website for schedules and to register.

Ameriprise
Ara Abrahamian, CRPC
Advanced Financial Advisor

9841 Washingtonian Blvd, #200
Gaithersburg, MD  20878

Phone: (240) 314-4346
Fax:     (240) 331-9153

E-mail:    ara.p.abrahamian@ampf.com
Website: http://www.ameripriseadvisors.com/ara.p.abrahamian/

Comprehensive financial planners who assist people in planning of retirement, education, overall investment strategies, estate planning and many other areas.