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Planning Needs Financial Group
- Insurance
- Rockville, MD
About this business
Location details
6219 Executive Blvd #100, Ste 100, Rockville, MD, 20852, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Sandra at Planning Needs Financial Group has been absolutely amazing. She has been helping me and my family for the past 3 years and has always gone above and beyond to make sure we have the right health coverage through Maryland Health Connection. She’s knowledgeable, patient, and truly cares. I can’t thank her enough and highly recommend her.
I know Charles and his amazing team (Sandra and Marc) for about 17 years and they are precious! Very helpful, they have the knowledge to help you make smart decisions regarding your investments and medical insurance, life insurance! They are great!
We just came from Charles' office, and I'm still being emotional about his care for our family's well being. He walked us through not only on our financial issues, but also went out of his way to advise us in a very professional and compassionate manner. We never felt at anytime that the time mattered to Charles. With any financial issues, and I mean any, start with Charles. He is so patient, knowledgeable, and kind. I chose him because of his reputation and I DO NOT regret it!
Dear Charles, I do appreciate the time you spent on the phone with me yesterday and the time you are taking to respond to my email. You are a man of integrity and a very caring person who gave me direction and comfort throughout my disscion making and for that I thank you! Charles, I wish there were more people like you in this world... you are truly one of a kind! Best regards, Ilan
Awesome service, Sandra Lopes was great, professional and always available for questions on the phone and answering every email. Thank you!
Frequently asked questions about Planning Needs Financial Group
How is Planning Needs Financial Group rated?
Planning Needs Financial Group has a 5 star rating with 12 reviews.
When is Planning Needs Financial Group open?
Planning Needs Financial Group is open now. It will close at 6:00 p.m.
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