Halpern Financial Inc

Halpern Financial Inc

  • 11 N Washington St Ste 500
  • Rockville, Maryland
  • 20850

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Contact us

Description

401 North Washington Street, Suite 920 Rockville, MD 20850 Phone: 240-268-1000 Toll Free: 877-268-1200 Fax: 240-268-6906 Email: info@halpernfinancial.com Halpern Financial, Incorporated is a fee-only, independent Registered Investment Advisory firm, founded with the objective of guiding our clients towards personal and financial success in an unbiased and transparent manner. We adhere to a disciplined investment methodology and develop personalized wealth management solutions to accumulate and protect the wealth of our clients.

Fact sheet

Number of employees
1-4

Company contacts

  • Peg Halpern
  • Owner

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