Anderson Financial

Ashton, Maryland

5.0 (1 reviews)
Call (301) 985-2327 Visit website →

About

Anderson Financial is an independent registered investment adviser in Ashton, Maryland offering financial planning, investment management, and insurance analysis. The firm serves both individual investors and retirement plan sponsors, operating as a fiduciary under ERISA 3(21) and 3(38) standards with a transparent fee structure. Services include Social Security timing analysis, retirement income planning, goal-based planning, and comprehensive insurance optimization, with accounts available for traditional and Roth IRAs, SEP IRAs, personal investments, and trust arrangements.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
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