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New Potomac Partners, LLC

Address
4330 East West HWY #416 Bethesda MD 20814
Phone
(240) 253-4280
Visit:
newpotomacpartners.com
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Business Hours

Status: Closed

Sunday
Closed
Monday
8:00am-5:00pm
Tuesday
8:00am-5:00pm
Wednesday
8:00am-5:00pm
Thursday
8:00am-5:00pm
Friday
8:00am-5:00pm
Saturday
Closed

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Tags

Balanced Accounts Categories: Financial Planning College Planning Equity Only Accounts Financial Planner Financial Planning Fixed Income Only Accounts Management of Concentrated positions Portfolio Management Services Portfolios tailored to meet unique clients’ needs. Retirement Planning Sub-advisory services for third parties.

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What the community has to say about New Potomac Partners, LLC

Information about this business (1)

NPP is an independent boutique firm located in the heart of Bethesda, Maryland. We offer our clients a level of service above what is typically seen at larger firms. This includes access to your portfolio manager, customized client reporting and high end technology capabilities. At NPP all of our clients are important to us and we enjoy working with them to meet their goals.

Posted on November 07, 2018. Brought to you by getfave.

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Business description (1)

NPP is an independent boutique firm located in the heart of Bethesda, Maryland. We offer our clients a level of service above what is typically seen at larger firms. This includes access to your portfolio manager, customized client reporting and high end technology capabilities. At NPP all of our clients are important to us and we enjoy working with them to meet their goals.

Posted on December 28, 2021.

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