Review XML Financial, LLC Dba XML Financial Group In montgomery, maryland, united-states | Finance In Montgomery

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XML Financial, LLC Dba XML Financial Group

Montgomery,

Maryland,United-states - 20852

Detailed description is Helping you work towards your financial goals, every step of the way STORY .
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XML Financial Group is an independent wealth management firm that seeks to place your interests first and to provide advice based on your unique financial needs..
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DISCIPLINED.
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At XML Financial Group we don’t do short-term stock trades or time the market.
We generate most of our revenue from asset management fees rather than commissions, thus striving to mitigate conflicts of interest.
The XML philosophy is designed to address long-term objectives taking into account a practical approach to our client’s day-to-day needs..
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INTERLOCKED.
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Understanding that additional advisors in your life are beneficial to the overall process and success of a plan, the XML Financial Group encourages and often facilitates collaboration with your CPA, attorney and other trusted advisors.
Creating a strong line of communication between all parties greatly improves the experience for our client and, more importantly, the chance of successfully reaching realistic goals.
This comprehensive approach begins with:.
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A thorough assessment of your current financial state.
Identification of financial goals, risks and time horizons.
Plan development.
Plan supervision.
A customized communication schedule to suit client needs.
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PRINCIPLED.
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The XML Financial Group does not sell proprietary investments.
Keeping our client’s best interests first, regardless of potential financial gain, is our number one priority.
Our ability to use multiple custodians compliments that philosophy and translates to the delivery of:.
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Personalized guidance.
Access to independent research.
Broad investment offerings.
Competitive pricing.
True independence.
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XML has prepared this material for the purpose of providing general information regarding its investment advisory services.
The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy.
Any subsequent, direct communication by XML with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides.
For information pertaining to the registration status of XML, please contact XML or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
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For additional information about XML, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein.
Please read the disclosure statement carefully before you invest or send money..


Established in the recent years XML Financial, LLC dba XML Financial Group in montgomery , maryland in united-states.


This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.

Over the course of its journey , this business has establihed a firm hold in the [category].

The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day

Foods is provided with high quality and are pretty much the highlight in all the events in our lives.

Sweets and food are the ideal combination for any foodies to try and this XML Financial, LLC dba XML Financial Group is famous for the same.

This has helped them build up a loyal customer base.

They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.

As they are located in favourable location , becomes the most wanted space for the tourist.

For any kind and assistance , it is better to contact them directly during their business hours.

Premises has a wide parking area and need to avail special permissions for parking.

Pets inside the premises are not allowed and require additional permission.

Cashless payments are available and extra charges for the credit cards are levid.

They are listed in many of the food delivery networks for home delivery with appropriate charges.

They accept cards , cash and other modes of payments

Tips are not actually encouraged but customers are willing to offer any benefit as needed.

There you can find the answers of the questions asked by some of our users about this property.

This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.

It is a effortless task in communiting to this establishment as there are various modes available to reach this location.

The establishment has flexible working timings for the employees and has good hygene maintained at all times.

They support bulk and party orders to support customers of all needs.

Qus: 1).what is the mode of payment accepted ?

Ans: Cash , Credit Card and Wallets

Qus: 2).What are the hours of operation ?

Ans: Open all days mostly from 9:30 to 8:30 and exceptions on Sundays. Call them before going to the location.

Qus: 3).Do they have online website?

Ans: Yes . They do have. Online website is - Click Here

Qus: 4).What is the Latitude & Longtitude Of the location?

Ans: Latitude of the location is 39.0661697 Longtitude of the location is - -77.1491089

Qus: 5).What is the phone number Of the location?

Ans: Phone number of the location is - (301) 770-5234

Qus: 6).What is the email of the business?

Ans: Email address is - bbernstein@xmlfg.com