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      Details

      Building a bridge to a better tomorrow

      General Info

      Your best interest always comes first at Halpern Financial. Our clients benefit from the sum of our team’s talents in financial consulting, portfolio management, and personal finance education over a lifetime, from optimizing retirement saving to creating a legacy for generations to come. Our specialty is providing unbiased, fiduciary advice for the large and small financial decisions faced by high net worth individuals and families, and providing a cost-efficient and tax-efficient path to markets.

      Hours
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      Contact Info

      Phone:

      Main - 240-268-1000

      Address:
      11 N Washington St #720 Rockville, MD 20850
      Email:

      Link:

      https://halpernfinancial.com

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      Category
      Financial Planning Consultants
      Services / Products
      Retirement Planning, Portfolio Management, Cash Flow Planning, College Funding Plans, Tax Efficient Financial Advice, Risk Management
      Payment Options
      apple pay, cash, debit, paypal
      Associations
      National Association of Personal Financial Advisors,Financial Planning Association,International Association of Registered Financial Consultants
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.