Forty4 Financial
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
5014 Acacia Ave, Bethesda, Maryland, 208...Phone Number
(770) 352-0449Website
www.forty4financial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Forty4 Financial
Invest For You, Invest For The Planet is a wealth management company based in Bethesda, MD, specializing in sustainable and socially responsible investments. The firm emphasizes holistic financial planning, focusing on the principles of People, Planet, and Profit to generate competitive financial returns while improving societal conditions. They work closely with clients to create tailored financial plans that align with personal values and goals, such as retirement, education savings, and charitable giving. The company operates as a Maryland-registered investment advisor, providing advisory services in compliance with relevant regulations.Explore more
Forty4 Financial Org Chart
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Invest For You, Invest For The Planet is a wealth management company based in Bethesda, MD, specializing in sustainable and socially responsible investments. The firm emphasizes holistic financial planning, focusing on the principles of People, Planet, and Profit to generate competitive financial returns while improving societal conditions. They wo... Read More
