1804 Financial Group
Financial ServicesView the employees at
1804 Financial Group-
Alex Chisholm Financial Strategist at 1804 Financial Group
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Falls Church, Virginia, United States
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Rising Star
Carole Ayache Client Services Manager at 1804 Financial Group-
Falls Church, Virginia, United States
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Top 5%
Alex Chisholm Financial Strategist at 1804 Financial Group-
Falls Church
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Rising Star
Kristen Wohlschlegel Client Services and New Business Coordinator at 1804 Financial Group-
Washington DC-Baltimore Area
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Rising Star
Paul K. Martin, CFP®, ChFC® Financial Strategist-
Falls Church, Virginia, United States
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Top 5%
Overview
Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients. The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. We look forward to helping you take control of your financial future. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.1804 Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-152265
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