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Home > Financial Planner Directory > Maryland > Rockville > Joshua S. Halpern, CFP®, ChFC, CLU
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Joshua S. Halpern, CFP®, ChFC, CLU

Raymond James Financial Services, Inc.

1688 E Gude Dr
Ste 304
Rockville, MD 20850
Phone: (240) 744-7125

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Nontraditional Households

 

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.