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Company Profile

Industry:Financial Advisor

Registration:1986

Site:bwfa.com

Phone:(410) 461-3900

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

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