Financial Advisors in Bethesda, MD

Helping you elevate your financial potential

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6550 Rock Spring Drive

Suite 510

Bethesda, MD 20817

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THE Bethesda, md TEAM

  • Ann Crehan

    Executive Director, Financial Planning

    North Bethesda, Tysons Corner

    Ann Crehan

  • JB Liebstein

    Executive Director, Financial Planning

    North Bethesda

    JB Liebstein

  • Kevin Colleran

    Director, Financial Planning

    North Bethesda

    Kevin Colleran

  • Kevin Hamel

    Director, Financial Planning

    Fairfax, Loudoun County, North Bethesda

    Kevin Hamel

  • Lavonne Patterson

    Director, Financial Planning

    Lynnwood, North Bethesda

    Lavonne Patterson

  • Ryan Poirier

    Executive Director, Financial Planning

    North Bethesda

    Ryan Poirier

  • Surendra Dave

    Director, Financial Planning

    North Bethesda

    Surendra Dave

 

 

 

 

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Working with us in Bethesda, MD

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Bethesda is here for you, serving Montgomery County and points north. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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