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Planning Needs Financial Group
- Insurance
- Rockville, MD
About this business
For over 37 years we've been assisting our clients with Life Insurance and Health Insurance consulting as well as Estate, College and Retirement Planning needs for individuals and businesses of all sizes. Whether it's insurance or financial consulting for you or your business, Planning Needs Financial Group has the expertise and experience to provide solutions to your financial planning needs. Planning Needs Financial Group is a division of Corporate Benefit Services, Inc and serves the Maryland, Virginia and Washington DC a... read more
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 |
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!
I was given Charles Lewandowski's name as a really GREAT guy to deal with and to help with the affordable care plans. Indeed, he and Sandra Lopes were both incredibly helpful and patient. And it really DID take very little time, with their help, and I understood it very well when they explained how it works and all the plans. I'm really psyched (in a good way)!
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 11 reviews.
When is Planning Needs Financial Group open?
Planning Needs Financial Group is closed now. It will open at 9:00 a.m.
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