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Independent Financial Planning and Financial Advice, IRA and 401k Rollover, Retirement Planning, Annuities
11755 Bragdon Wood, Clarksville, MD, 21029, United States
Get directionsWeekday | 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 have been with Sophos financial for over ten years and feel confidant that my portfolio is safe under Michael's management. He is well informed and highly knowledgeable about the market and takes proactive steps as necessary to keep my portfolio safe and help it grow. He is always happy to talk to me on the phone to answer any questions I have. Highly recommend.
My accounts have been managed professionally for several years. I like their strategy of a diversified portfolio, balanced approach, and timely allocation adjustments based on the market. I highly recommend the service.
Great service and financial advice. The best part about working with Michael is his knowledge and responsivness to my questions and financial needs.
Michael and my family have been together on this financial path for over 10 years now. He is an excellent listener, strives to do the best research, and always explains his thinking when making suggestions for changes to portfolios. He finds opportunities I could never know about. He has a wealth of experience and knowledge. Without him, I'm sure my wife and I, my mother in law, and my cousin would not be in the solid financial state we are now. Highly recommend.
Sophos Financial has a 5 star rating with 11 reviews.
Sophos Financial is open now. It will close at 6:00 p.m.
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