Offit Advisors

Financial Services - Towson, MD, US

Offit Advisors Employees
May Jiang

Tax / Financial Advisor

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Jeanne Berger

Director of Investment Operations

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Rachel Burk

Baltimore Area - Financial Planner and Advisor

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Offit Advisors Details

A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach. We posses significant experience, expertise, and resources within a broad range of matters including financial planning, tax planning, investments, and insurance.Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA(finra.org)/SIPC(sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Offit Advisors is not affiliated with Kestra IS or Kestra AS.This profile is for residents of the United States only. Registered Representatives and Investment Advisor Representatives of may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-2582.

Offit Advisors logo, Offit Advisors contact details
Employees: 5 - 9
HQ: N/A
Location: Towson, MD, US
Revenue: Not Available
N/A
Offit Advisors Technologies
Email Providers

Outlook

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Facebook Widget

Social Login

Facebook Login (Connect)

Email Delivery

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Other

Microsoft Office 365

Online Video Platforms

Wistia

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