Our Strategic Partners

Advisory Accounts Custodian

Charles Schwab

Charles Schwab & Co., Inc.
P.O. Box 2912
Phoenix, AZ 85062-2912
866-855-9102

Estate Planning Attorney

Mr. Marc Levine

Handler and Levine, LLC
4520 East West Highway
Suite 700
Bethesda, MD 20814
301.961.6464

Accountant / CPA

Mr. Brad Mendelson

Mendelson + Mendelson, Certified Public Accountant
12505 Park Potomac Avenue
Suite 250
Potomac, MD 20854
301.656.0001

Mr. David Butler and
Mr. Heath Chavis

Rosenbloom and Butler CPAs, P.C.
1455 Research Boulevard
Suite 510
Rockville, MD 20850

We are listing our strategic partners as a courtesy. Please note, these partners are not affiliated entities and we cannot guarantee their products or services.

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