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Strategic Financial Associates - Washington, DC
Bethesda, Maryland
Proprietary rating
3.0
2 Reviews
Since 1996, Strategic Financial Associates, LLC (SFA) has been providing expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. As sole owner, President and CEO of SFA, Jim leads the SFA team of over twenty-five professionals who each bring a unique skill set to the company. Working as a single unit to bring you holistic financial solutions and exceptional client service, we offer a wide variety of expertise. Utilizing our Holistic Planning Process, SFA will assist you in coordinating the many aspects of your financial life and then develop a comprehensive...see more
Reviews for Strategic Financial Associates - Washington, DC
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