As your wealth management company, we are determined to help you balance all the pieces of your financial life, from your retirement plan to planning for your children’s educations; from proactively managing your money to preparing you for the unexpected. We are dedicated to helping you design a life well calculated by employing a simple equation:
KNOWLEDGE
+ CARE
+ COMMITMENT
= FINANCIAL SECURITY
CIC Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. CIC Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CIC Wealth generally retains copies of information that CIC Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CIC Wealth or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CIC Wealth’s advisory persons after entering into an advisory agreement and provided CIC Wealth with all requested background and account information.
If you have any questions regarding our policies, please Contact Us
Company Details
- Employees
- 6
- Founded
- -
- Address
- 1101 Wootton Parkway,
- Phone
- +1-301-816-4683
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cicwealth.com
- Keywords
- Rockville.
- HQ
- Rockville, MD
Cic Wealth Questions
Cic Wealth's helpline number is +1-301-816-4683
Cic Wealth's website is cicwealth.com
Cic Wealth's LinkedIn profile is https://www.linkedin.com/company/cic-wealth
Cic Wealth has
6 employees.
View email and phone details for 6
employees at Cic Wealth.
Cic Wealth's industry is
Financial Services
Cic Wealth's top competitors are
Sageview Advisory Group,
Capital Area Planning Group,
Orion,
Capital Area Tax Consultants,
Mercer Advisors,
United Capital Financial Advisors, Llc,
Apollon Wealth Management, Llc,
Capital Area Planning Services Llc,
Hightower Advisors,
Cic Wealth Management Group, Inc.
Cic Wealth's categories are Financial Services
Cic Wealth's founding year is 1999
