Strategic Financial Associates

Financial Services, 6901 Rockledge Dr, Bethesda, Maryland, 20817, United States, 11-50 Employees

Phone Number: +17*********

Who is STRATEGIC FINANCIAL ASSOCIATES

Since 1996, Strategic Financial Associates, LLC (SFA) has been providing expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation ...

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Headquarters: 6901 Rockledge Dr, Bethesda, Maryland, 20817, United States
Date Founded: 1996
Employees: 11-50
Revenue: $25 Million to $50 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Employees

Caroline Carlin

Director of Account Management Services

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Chuck Levine

Vice President of Group and Client Services

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Cfp® Skerdi Kostreci

Director of Financial Planning

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Robin Willis

Business Manager

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Frequently Asked Questions Regarding Strategic Financial Associates

Answer: Strategic Financial Associates's headquarters are located at 6901 Rockledge Dr, Bethesda, Maryland, 20817, United States

Answer: Since 1996, Strategic Financial Associates, LLC (SFA) has been providing expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. As sole owner, President and CEO of SFA, Jim leads the SFA team of over twenty-five professionals who each bring a unique skill set to the company. Working as a single unit to bring you holistic financial solutions and exceptional client service, we offer a wide variety of expertise. Utilizing our Holistic Planning Process, SFA will assist you in coordinating the many aspects of your financial life and then develop a comprehensive plan to meet your objectives. Leveraging both internal and external resources, we are prepared to assist you with: insurance design; investment management; estate planning concerns; business succession; executive compensation; and retirement planning. Jim has almost twenty years of experience in the financial services industry, has worked with sophisticated and well-regarded organizations, individuals and families in forty states. Dedicated to ensuring that every client's unique situation is understood and has an actionable plan, Jim and his team maintain continual communication with clients. Regular reviews are part of every client plan, allowing for timely strategic or tactical changes to be implemented when necessary. Whether you are an individual concerned about retirement, a business owner wondering how to effectively monetize succession of your business, or a family member facing estate conservation or asset transfer issues, SFA is here for you. We encourage you to contact us for more information about how we can help you articulate your unique needs, evaluate your situation and execute a plan to ensure financial success and provide you peace of mind. *Investment Advisory & Financial Planning services offered by James Adkins, Investment Adviser Representative with Eagle Strategies, LLC, A Registered Investment Advisor. James E. Adkin, Al Johnson and Sam Dietze are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Arizona, Arkansas (Jim Adkins AR insurance license #358527), California (Jim Adkins CA insurance license #OB77623), Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. No insurance business may be conducted outside these states referenced. James E. Adkins and Al Johnson are Registered Representatives of and collectively offers securities products & services through NYLIFE Securities, LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of NJ, NY, MD, VA, DC, NC, SC, FL, KY, and LA. No offers may be made or accepted from any resident outside the specific states referenced. James E. Adkins is also separately registered as an investment adviser representative with Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the states of NJ, NY, MD, VA, DC, NC, SC, FL, KY, and LA. As such, these services are strictly intended for individuals residing in the specific states referenced. Strategic Financial Associates, LLC is not owned or operated by Eagle Strategies, LLC or it's affiliates. Strategic Financial Associates, LLC as well as Eagle Strategies, LLC and its affiliates do not offer tax, legal or accounting advice.