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Home > Financial Planner Directory > Maryland > North Bethesda > James G. McGrath, CFP®, CPA, CLU
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James G. McGrath, CFP®, CPA, CLU

Financial Strategies, Inc.

11300 Rockville Pike
Suite 1208
North Bethesda, MD 20852
Phone: (301) 984-7750
Fax: (301) 984-7751

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Irregular Income
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Planning for Attorneys, Divorce and Sudden Wealth

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