Find the Certified Financial Planner™
Who's right for you.

Stephen S. Polan, CFP®, CPA/PFS, MST

Prime Financial Resources

7610 Old Georgetown Rd
Plaza Level
Bethesda, MD 20814
Phone: (301) 951-5233
Fax: (301) 951-2646

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement

 

How Planner Charges
N/A