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Richard A. Allridge, CFP®

Allridge & Associates, P.C.

3 Bethesda Metro Center
Ste 700
Bethesda, MD 20814
Phone: (301) 657-6262
Fax: (301) 657-9776

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.