LATEST NEWS
704-327-3737 Serving Virginia, Maryland and Washington D.C. 
Affordable Health and Wellness, Speakers Bureau
7Company offers many affordable stress and nutrition workshops which will fit your budget.  (details)
 
Home > Health > Wellness Directory > Financial

WELLNESS DIRECTORY -
FINANCIAL

 

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


5870 Trinity Parkway
Centreville, VA  20120

Phone: (703) 825-2382
Fax:     (703) 940-9124

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 plan for your financial goals through a personal relationship based on personalized, knowledgeable advice.  This focus is designed to help you plan for 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.


PNC Bank
Sherin Koshy

1913 Massachusetts Ave NW
Washington, DC 20036

Phone: (202) 491-4515
Fax:     (202) 835-4510

E-mail:    sherin.koshy@pnc.com

Providing Financial Services to address needs and overall financial wellbeing of employees of participating companies.1/2009


PNC Bank
Marcus C. Harley

702 Russell Avenue Suite 200
Gaithersburg, MD 20877

Phone: (240) 383-9073
Fax:     (301) 963-4561

E-mail:    marcus.harley@pnc.com

PNC Bank's Workplace Banking is a program which allows companies to provide valuable benefits to their employees much like health care, however it is "Financial Care", a comprehensive program designed to educate and support your associates with "State of the Art" Financial products, services and training. By providing PNC Bank's Workplace Banking Benefits program, your employees and associates will have access to a variety of exclusive financial services designed to help them achieve their financial goal at NO COST to your company, and with absolutely NO ADMINISTRATIVE BURDENS. 1/2009


iLearning Global.TV
Julie King
Independent Marketer, Founding Member

9020 Bush Creek Circle
Frederick, MD 21704

Phone: (301) 606-1011
Fax:     (301) 874-5993

E-mail:    julie2993@aol.com
Website: iLearningGlobal.biz/julieking

iLearning Global offers HDTV presentations (7-10 Minutes) on topics such as communication sales strategies, presentation, parenting, self-worth, getting good deals, toxic people, the power of listening to name a few. Presenters are in the top of their field.1/2009