facebooktwitterpinterest
mobil menu

Planning Needs Financial Group

  1. Maryland
  2. Rockville Finance

Reviews, get directions and contact details for Planning Needs Financial Group

Address: 6219 Executive Blvd #100, Rockville, MD 20852, USA
Phone: (301) 230-0076
State: Maryland
Zip Code: 20852


Update Info
Similar places near
National Financial Group Corporation National Financial Group Corporation 272 meter
Creative Financing Solutions Creative Financing Solutions 377 meter
Navy Federal Credit Union Navy Federal Credit Union 809 meter This bank is very helpful. 110% I recommend this bank.
Bank of America Financial Center Bank of America Financial Center 818 meter The Bank Manager at this location is very rude and dismissive (Joyce). I cant list h...
Bank of America Financial Center Bank of America Financial Center 863 meter This bank is the absolute worst bank EVER. I am a business account holder and they l...
United Bank United Bank 1 miles
United Bank United Bank 1 miles Great experience there. Nice and prompt services. John Deal was very informative. I w...
Brightline Financial Brightline Financial 1 miles
Holmes and Associates Financial Services, LLC Holmes and Associates Financial Services, LL... 1 miles
Abel Commercial Funding, LLC Abel Commercial Funding, LLC 1 miles Abel Commercial Funding is an established commercial finance firm specializing in str...
NIH Federal Credit Union NIH Federal Credit Union 1 miles
Raymond James Financial Services Raymond James Financial Services 1 miles
Acacia Financial Advisors Acacia Financial Advisors 2 miles
SPC Financial, Inc. SPC Financial, Inc. 2 miles Top notch investment advice and support at a flat rate. We have been clients since 1...
Bronfman Rothschild Bronfman Rothschild 2 miles
XML Financial Group XML Financial Group 2 miles Helping you work towards your financial goals, every step of the way
Pro Finance Accounting & Tax Services Pro Finance Accounting & Tax Services 2 miles
Rmd Financial Rmd Financial 2 miles I used to be a client of Rod(2014-2015). It is a very small firm( only two permanent ...
Reviews
We just came from Charles' office, and I'm still being emotional about his care for our family's well being. He walked us through not only on our financial issues, but also went out of his way to advise us in a very professional and compassionate manner. We never felt at anytime that the time mattered to Charles. With any financial issues, and I mean any, start with Charles. He is so patient, knowledgeable, and kind. I chose him because of his reputation and I DO NOT regret it!
8 years ago (17-08-2017)
Dear Charles, I do appreciate the time you spent on the phone with me yesterday and the time you are taking to respond to my email. You are a man of integrity and a very caring person who gave me direction and comfort throughout my disscion making and for that I thank you! Charles, I wish there were more people like you in this world... you are truly one of a kind! Best regards, Ilan
8 years ago (30-08-2017)
I was given Charles Lewandowski's name as a really GREAT guy to deal with and to help with the affordable care plans. Indeed, he and Sandra Lopes were both incredibly helpful and patient. And it really DID take very little time, with their help, and I understood it very well when they explained how it works and all the plans. I'm really psyched (in a good way)!
11 years ago (11-02-2015)
We found this group through their wonderful website, which helped us navigate the confusing world of Maryland's Affordable Care Act health insurance. Our request for an appointment was quickly responded to, and everyone in the office was SO friendly and helpful. Charles, Marc and Sandra helped us talk to the MD Health Exchange, compare plans and choose the best one. The whole process was not only simple and painless - it was friendly and enjoyable!
11 years ago (16-08-2014)
As a first timer, I was looking for an insurance broker that would be able to assist me in choosing the health insurance plan that would be best for my family and me. I came across Planning Needs Financial Group and I had a most pleasurable experience all the way through. Mr. Lewandowski was extremely patient and professional in answering all my many questions and guided me through the many different plans out there. I can honestly say, I couldn't have done it without them. So, if you're looking for professionalism, guidance and customer service, you have your answer right here.
13 years ago (29-11-2012)
Comment on this business

Planning Needs Financial Group map

to add Planning Needs Financial Group map to your website;



Find nearby businesses, restaurants and hotels

Copyright 2024 | All rights reserved (v2)

Terms Of Service
Privacy Policy
Business Listing Service Agreement
0.0031 Loaded in seconds

We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy