Cromwell Investment Advisory

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General Info

Cromwell Investment Advisory, LLC is an independent, fee-based financial planning and investment advisory firm. Cromwell Investment Advisory, LLC is a licensed & Registered Investment Advisor (RIA). Cromwell Investment Advisory helps individuals, businesses & non-profits with both wealth building & wealth preservation strategies. Advisory services are offered through Cromwell Investment Advisory, LLC. Brokerage accounts are carried by Interactive Brokers, LLC, Member NYSE/FINRA/SIPC INVESTING: By getting to know our clients financial objectives, investment time horizon & risk tolerance, we create & refine our clients' investment portfolios. Within these parameters, our focus is to provide our clients with quality investments that are focused on cash flow through dividends, stability (avoidance of wild swings in asset prices), & liquidity (ability to access your funds quickly if necessary). Some of the investment products we might use depending on each client's unique objectives, time horizon, and risk tolerance include: * Equities (stocks) * Fixed Income (Bonds) * Mutual Funds * Exchange Traded Funds * Real Estate Investment Trusts We do not utilize annuities, commodities, hedge funds, foreign currency exchange, or other alternative investment products. We want our clients to feel at ease with their investment choices. Finally, we want our clients to be able to access their money when needed. INSURANCE: * Generally we like to recommend that clients have 3 - 4 types of insurance: * Medical Insurance * Long-Term Disability Insurance * Term Insurance * The type & amounts of insurance uilized will depend upon an individual investor's age, risk tolerance, and net worth. We can recommend professionals to help you select the best coverage for your unique situation. ESTATE PLANNING: An estate plan has several elements. They include: a will; assignment of power of attorney; and a living will or health-care proxy (medical power of attorney). For some people, a trust may also make sense. When putting together a plan, you must be mindful of both federal and state laws governing estates. Taking inventory of your assets is a good place to start. Your assets include your investments, retirement savings, insurance policies, and real estate or business interests.

Extra Phones

Phone: (240) 803-3495

Fax: (301) 699-0333

Payment method

amex, discover, master card, visa

Neighborhood

Old Town

Accreditation

CPA

CTRS

Categories

Investment Advisory Service, Financial Planning Consultants

Reviews

Details

Phone: (301) 842-7720

Address: 7305 Baltimore Ave Ste 207, College Park, MD 20740