Samatva Wealth Management
Financial Services · 1 Employees
Phone Number: 13017584052
Email Address: mari@samatva.us
- Overview
- Employees
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About
Retirement savings/expense and goals analysis
Asset allocation review and management for 401k/IRA/ Brokerage accounts, rebalancing and performance reporting
Taxes saving and planning
Risk Management (Life Insurance selection help)
Mortgage refinance help
Estate planning (WILL and TRUST)
College Selection/Application/savings plan (529) for your kids
Personal finance budget planning
Financial statement preparation
Business Advisor consulting – getting investments/scaling your business
Business cash flow and valuation analysis consulting
Business EXIT strategy consulting
Website
Year Founded
2015
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
13027 Saint Clair Rd
Clarksburg, Maryland 20871, US
Keywords
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Location
- 13027 Saint Clair Rd Clarksburg, Maryland 20871, US
Email Formats
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FormatExamples
first + last
andywarhol@samatva.us
first_initial + last
awarhol@samatva.us
first + last_initial
andyw@samatva.us
first
andy@samatva.us
last
warhol@samatva.us
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