Planning Needs Financial Group, Rockville, MD

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Verified Listing, updated on Tuesday, July 09, 2019

Opening Hours

ThursdayTh
9:00 AM – 5:00 PM
FridayFr
9:00 AM – 5:00 PM
SaturdaySaClosed
SundaySuClosed
MondayMo
9:00 AM – 5:00 PM
TuesdayTu
9:00 AM – 5:00 PM
WednesdayWe
9:00 AM – 5:00 PM
Closed.
Opens in  9 h 18 min.
9 h 18 min

Description

For more than 37 years, we've provided Life and Health Insurance consulting as well as Estate, College and Retirement Planning for individuals and businesses of all sizes. Whether it's insurance or financial consulting for you or your business, Planning Needs Financial Group has the expertise and experience to provide smart solutions to your financial needs and concerns. Planning Needs Financial Group is a division of Corporate Benefit Services, Inc and serves the Maryland, Virginia and Washington DC area.


Company description
Charles Lewandowski, the founder of Planning Needs Financial Group, began his financial services career in 1976 when he obtained his life and health insurance license. Shortly thereafter, in 1980, Mr. Lewandowski obtained his securities license and in 1988, he completed the comprehensive American College's courses to become a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
In 2002, he satisfied all requirements for the Certified Financial Planning Board of Standards and was authorized to use the certification marks CFP and CERTIFIED FINANCIAL PLANNER. Charles is fluent in English, French and Portuguese.
Product documents available in English only. Free Consultation.
Keywords
Insurance Agency, Life Insurance, Retirement Planning, Health Insurance, Financial Planning
Service Areas
Maryland, Washington D.C. and Virginia
Available payment methods
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Marc Lewandowski
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    Products & Services

    For more than 37 years, we've provided Life and Health Insurance consulting as well as Estate, College and Retirement Planning for individuals and bus For more than 37 years, we've provided Life and Health Insurance consulting as well as Estate, College and Retirement Planning for individuals and businesses of all sizes. Whether it's insurance or financial consulting for you or your business, Planning Needs Financial Group has the
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