Financial Services Advisory's cover image
Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Financial Services Advisory

5.0

About this business

For more than three decades, we at Financial Services Advisory have helped our clients manage their money through all kinds of environments - good times and bad. 

Location details

1 Church St # 901, Suite 901, Rockville, MD, 20850, United States

Get directions
WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.06 reviews
Select a rating
Joe Mosli's profile image
Joe Mosli 
on Google
5 years ago
Naheed Oberfeld's profile image
Naheed Oberfeld 
on Google
5 years ago

I've met with Jim Joseph of FSA and I was really impressed with his knowledge and experience in all things financial. As a solo entrepreneur he told me to consider a Solo 401K plan. Perfect for individuals such as myself and it allows me to contribute more than a regular IRA. However, what impressed me the most is his company's philosophy to investing. Their investing goal is to smooth out the peaks and valleys which means over time you have a higher rate of return. During the Great Recession his clients lost somewhere betwe... read more

Richard RabilSr's profile image
Richard RabilSr 
on Google
5 years ago

FSA is a terrific group. Extremely knowledgeable, but also highly relational. They listen and haveyour best interests at heart. That's the things that make them the type of firm you want to put your trust in. 

Carter Darrington's profile image
Carter Darrington 
on Google
6 years ago
brian stoops's profile image
brian stoops 
on Google
6 years ago

Polite, knowledgable, qiuck to respond to questions, client focused 

View all google reviews

Frequently asked questions about Financial Services Advisory

How is Financial Services Advisory rated?

Financial Services Advisory has a 5 star rating with 6 reviews. 

When is Financial Services Advisory open?

Financial Services Advisory is closed now. It will open at 9:00 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com