Founder And Principal
Current
Bethesda, Maryland, Us
AFS 401(k) Retirement Services specialize in providing holistic retirement plan advisory services to mid- and large-sized corporations and organizations.We also provide customized, sophisticated investment management and financial planning to successful individuals who truly value personal interactions with their advisor.* We offer the experience and sophistication of a large, institutional firm, with a level of attention and client service only an independent, locally-owned company can provide. We also help employees best utilize their retirement programs by providing interactive and targeted education and advice services. We provide full fiduciary advisory services to company and organization retirement plans, including 401(k), 403(b), defined benefit, and non-qualified deferred compensation plans. AFS 401(k) Retirement Services, LLC7700 Old Georgetown Road, Suite 630Bethesda, MD 20814301.961.8401*Securities and Advisory Services Offered Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser (www.finra.org / www.sipc.org).This communication is strictly intended for individuals residing in the states of AL, CA, CO, CT, DC, DE, FL, GA, HI, MA, MD, MT, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Review our Terms of Use: www.commonwealth.com/termsofuse.html
