King Tide Advisors DC

Bethesda, Maryland

5.0 (8 reviews)
Call (240) 630-0830 Visit website →

About

King Tide Advisors DC is a financial planning firm in Bethesda, Maryland that serves families and small business owners. The firm offers comprehensive financial planning services including goal-setting, risk management, and education planning with a focus on 529 plans and other tax-advantaged strategies. Their approach emphasizes personalized planning that adapts to life changes through ongoing review and adjustments. The firm works with clients on retirement preparation, investment management, education funding, and business transition planning.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5:30PM, Tuesday: 8:30AM-5:30PM, Wednesday: 8:30AM-5:30PM, Thursday: 8:30AM-5:30PM, Friday: 8:30AM-5:30PM, Saturday: Closed
SEC registered
No
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