Advocate Investing Services

1320 Saint Michaels Road

Mount Airy, MD 21771

240-403-0039

Description

Advocate Investing Services advisors can help you preserve wealth and assets for retirement income, or establish an inheritance plan. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Advocate Investing Services, we have a holistic approach to client needs and focus on building long-term, trusted relationships with you. To us, youre not just a number or portfolio. You are our priority and we have the tools you need to manage your money and investments.

General Information

Services

Private Wealth Management, Institutional Money Management, Retirement Planning, Investment Planning

Social Networks

* Advisor information is provided in partnership with Yext

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.