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Jay P. Levin, CFP®

Investment Planning Associates, Inc

11140 Rockville Pike
Ste 600
Rockville, MD 20852
Phone: (240) 430-3000
Fax: (240) 430-3001

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

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