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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


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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)
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