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Home > Financial Planner Directory > Maryland > Frederick > Anneliese J. D'Souza, CFP®
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Anneliese J. D'Souza, CFP®

D'Souza Financial Strategies

120 W. Church Street
Frederick, MD 21701-9311
Phone: (301) 694-3436
Fax: (301) 850-2444

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care

 

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