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Richard Schoenfeld, CFP®

InterVest, Ltd.

2 Wisconsin Circle
Suite 500
Chevy Chase, MD 20815
Phone: (301) 951-4455
Fax: (301) 652-2516

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

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