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New America Financial
Rockville, Montgomery

Financing specialist
 : 
New America Financial

Rockville, Montgomery

Prices

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About New America Financial
Professional experience
New America Financial: Retirement Planning Specialists Welcome to the presentation on New America Financial, an independent financial advisory firm specializing in retirement planning. With a focus on empowering individuals and ensuring financial security during retirement, New America Financial is dedicated to providing top-notch services to clients in the Washington DC-Baltimore area. Led by James C. Musgrave, a Certified Retirement Planning Specialist (CRPC), New America Financial brings extensive expertise and years of experience to the table. Musgrave is renowned as a Retirement Plan Adviser and has been recognized as one of the top 100 retirement plan advisers due to the number of plans and total assets managed under advisement. At New America Financial, we firmly believe in our holistic and personalized approach to financial planning. We understand that each individual has unique goals and aspirations for retirement, and our team works closely with clients to create tailored investment strategies that align with their vision. One area of expertise that sets New America Financial apart is retirement planning for teachers. We are proud to have conducted over 60 seminars per year in schools, educating and equipping teachers with the knowledge they need to make informed decisions about their retirement. Our commitment to providing exceptional service to this specific group has earned us a reputation as trusted advisers in the education sector. Our partnership with clients goes beyond just building a financial plan. We aim to help individuals feel empowered and confident throughout their retirement journey. By simplifying the complex financial landscape, we ensure our clients have a clear understanding of their retirement plans and the steps needed to achieve their financial goals. New America Financial is also committed to providing employment opportunities within the retirement planning sector. With 54 retirement plan jobs available in Maryland, we actively seek talented professionals to join our dynamic team. Whether you are a nursing assistant, intelligence analyst or sales representative, we welcome passionate individuals looking to make a meaningful impact in the retirement planning industry. In conclusion, New America Financial is dedicated to helping individuals in the Washington DC-Baltimore area achieve financial security and peace of mind during retirement. With our expertise in retirement planning for teachers, personalized approach, and commitment to simplifying complex financial systems, we are confident in our ability to guide clients towards a financially sound future. Thank you for joining us in this presentation on New America Financial, where we make retirement planning simple and empower individuals to live the life they deserve.

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Location

Rockville, Montgomery (20850)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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