Company Profile
Industry:Financial Advisor
Registration:1986
Site:bwfa.com
Phone:
Description:BWFA is one of America's leading comprehensive wealth management firms. Nationally-recognized and based in the Baltimore-Washington region, we serve clients throughout the United States and abroad. Our team of approximately a dozen professionals includes dedicated investment management; financial, retirement, & estate planning; and tax services experts. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients. We are...
Member:Robert Carpenter
Open Hours:Mon 08.30 AM - 05.30 AM, Tue 08.30 AM - 05.30 AM, Wed 08.30 AM - 05.30 AM, Thu 08.30 AM - 05.30 AM, Fri 08.30 AM - 05.30 AM, Sat Closed, Sun Closed
Licensed:Yes
Service area:Entire area
Senior discount:No
Who has worked at BWFA Inc
Position at BWFA Inc | Previous job position | |
---|---|---|
Bob Cassel | Partner; Director of Tax Services |
Baltimore Washington Financial AdvisorsDirector of Tax Services Since 1996 |