Investment Advisor, Retirement planning., Estate Planning, Portfolio management, Income for life.
Fee based investment advisor in Ellicott City, MD since 1984 can help can your retirement. A Registered Investment Advisor offering fee based advisory services in Maryland since 1984, serving individuals and small businesses in all areas of financial planning including:
- Retirement Planning
- Risk Management
- Tax Planning & Management
- Business Planning
- Employee Benefit Consulting
- Insurance Analysis
- Estate Planning
- College funding
- Health Insurance
Keywords: Financail Planner, investment advisor, rollover ira, retirement planning, roth ira, 529 plan, tax planning, estate, mutual funds, college funding
Interview Q&A
How long have you been in business?
Financail Planning & Management Center, Inc. has been in business since 1984.
What is your primary product or service?
A registerd Investment Advisory firm providing Financial Planning, Investment advice and Estate planning services to wealthy Maryland clients since 1984.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
George Paniculam completed his MBA from U.of Baltimre in 1978, with major in Finance. Since 1978 I have worked in the Financial service inustery as an insurance agent and Investment advisor.
How do you differentiate yourself from other businesses in your category and area?
As an Registered Investment advisor with no propritery prodects,we are able to give unbiased advice to clients.
How many locations do you have and do you have plans to expand?
One location at 8850 Columbia 100 Parkway Suite 306A Columbia, MD 21045. No plans to expand.
Provide detailed directions to your location
Exit 1B from Route MD-100. Turn right then left. on Center Park Drive.. 8850 is the 6th building on the left side.
What type of payments do you accept?
Checks
Which areas do you service?
Financial planning, Retirement planning, Investment advise, and Estate planning.
Who owns your company or runs daily operations?
George Paniculam, MBA,CFP
What are your hours of operation?
10AM to 4PM. Evening hours available with appointments.
What is the best compliment anyone can give you?
Trustworthy
What is your favorite quote or Bible verse?
Plan your financial independence.