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Basil D. Herzstein, CFP®

751 Rockville Pike
Ste 4A
Rockville, MD 20852
Phone: (301) 230-2677
Fax: (240) 403-1076

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Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Government & Military
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs

 

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