Financial Services Advisory Church St, Rockville

FSA is a terrific group. Extremely knowledgeable, but also highly relational. They listen and haveyour best interests at heart. That's the things that make them the type of firm you want to put your trust in.

I've met with Jim Joseph of FSA and I was really impressed with his knowledge and experience in all things financial. As a solo entrepreneur he told me to consider a Solo 401K plan. Perfect for individuals such as myself and it allows me to contribute more than a regular IRA. However, what impressed me the most is his company's philosophy to investing. Their investing goal is to smooth out the peaks and valleys which means over time you have a higher rate of return. During the Great Recession his clients lost somewhere between 2 and 3% compared to the over 40% for the rest of the market! Their approach to income preservation is far more than the standard "dollar-cost-average." If that interests you then make an appointment with FSA. You won't regret it!

Polite, knowledgable, qiuck to respond to questions, client focused