Joe CFP's Contact Details

Joe CFP's Company Details

Armstrong ? Dixon

Pikesville, MD, US • 5 - 9 Employees
Financial Services

At Armstrong ∙ Dixon we believe in a cross-disciplinary approach to our client service that takes into consideration the tax, legal and financial issues. Our dedicated team strives to provide our client families with the dedication and professionalism that we give to our own family. We will not be satisfied until our clients believe that we exceeded their goals and aspirations. Our Services:• Financial Planning and Advisory Services• Risk Management• Investment Advisory ServicesArmstrong ∙ Dixon offers planning strategies for Business Owners, Executives, Family Members and Family Businesses based upon the following process:1. Goal Identification2. Gathering Data3. Observations and Recommendations4. Implementation5. Monitoring your plan 6. We will define the scope of work and determine a mutual agreement on services to be implementedSecurities offered through LPL Financial, Member SIPC, sipc.org Investment advice offered through ADE, LLC, a registered investment advisor. Armstrong Dixon and ADE, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with Armstrong Dixon are registered to do business, please visit www.armstrongdixon.com.