Town Hall: Tax Updates From Tracey Peters, CPA

August 20, 2020

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Award-winning solutions start here. Over the years, FAI has routinely received awards and accolades at the local, regional, and national level. We take great pride in these honors and consider them a reflection of our dedication to providing our clients with the most sophisticated, visionary wealth management service possible.

Fee-Only Columbia, MD FAI Wealth Management

macpa Columbia, MD FAI Wealth Management

RiA Stands for you Columbia, MD FAI Wealth Management

Financial Planning Association Columbia, MD FAI Wealth Management

NAEPC Columbia, MD FAI Wealth Management

CFA Institute Columbia, MD FAI Wealth Management

Five Start Wealth Manager Columbia, MD FAI Wealth Management

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if FAI Wealth Management is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of FAI Wealth Management by any of its clients. ANY QUESTIONS: FAI Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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FAI Wealth Management Columbia, MD FAI Wealth Management

FAI Wealth Management

10211 Wincopin Circle, Suite 220

Columbia, MD 21044

Phone: 410-715-9200

Fax: 410-715-9202

Toll-Free: 800-964-6994

Email: info@faiwealth.com

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Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. FAI Wealth Management does not serve as an attorney, accountant, or insurance agent. FAI does not prepare estate planning documents or tax returns, nor does it sell insurance products.

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