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“My wife and I met with Andrew Serafini yesterday to discuss retirement planning and investment strategies. He offers more than 30 years of professional experience as a financial planner. He seemed far more interested in helping me meet my goals than in making money off of me. He has helped hundreds of high-profile clients all over the state of Maryland, but he takes the time to get to know each client personally. My wife and I really liked that. He is extremely knowledgeable and trustworthy. I highly recommend him!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“This branch has always helped me above and beyond my expectations. The staff are full service 100 percent of the time and delightful to work with. TJ offers fantastic seminars with excellent information and answers all pertinent questions”