Severn Financial Solutions - Annapolis, Maryland

Severn Financial Solutions: Your Comprehensive Financial Partner

Location: 2661 Riva Rd Bldg 300 Ste 340, Annapolis, MD 21401

Phone: 07931228

Website: severnfinancial.com

Specialties: Financial planning, Business management consulting, Financial consulting, Insurance broking, Investment management, Investment services, Tax preparation services.

Accessibility Features: Severn Financial Solutions is committed to providing an inclusive service environment. Their facility features a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. This ensures that all clients, regardless of mobility, can receive the expert financial advice they need.

Recommendations: While walk-ins are welcome, it's advisable to schedule appointments to ensure personalized attention, especially for complex financial needs.

About Severn Financial Solutions

Severn Financial Solutions stands out as a versatile financial entity offering a wide array of services tailored to meet diverse client needs. With a strong emphasis on financial planning, business management consultancy, and investment services, the company positions itself as a comprehensive financial partner. Their expertise extends to insurance broking, ensuring clients have the best coverage options, and even tax preparation services to streamline financial obligations.

Client Reviews and Experiences

Clients have left glowing reviews praising the exceptional service at Severn Financial Solutions. One testimonial reads: 'Absolutely fabulous service. Michael helped me make great financial decisions and provided valuable advice on retirement planning. He also assisted with filing my tax returns and reviewing past returns, offering a variety of investment options to make informed decisions.' This kind of feedback reflects the high level of professionalism and personal attention clients can expect.

Opinions: With just 3 reviews on Google My Business, the average opinion stands at a remarkable 5/5, indicating a consistently positive client experience.

Key Features:

• Comprehensive Services: From financial planning to investment management, Severn Financial Solutions covers a broad spectrum of financial needs.
• Expert Advisors: Their team includes certified professionals with extensive experience in various financial domains.
• Client-Focused Approach: Tailored advice and services ensure clients receive solutions that align with their specific financial goals.
• Accessibility: Dedication to providing a wheelchair-accessible environment demonstrates their commitment to inclusivity.

Additional Points of Interest:
Apart from their excellent services, Severn Financial Solutions also emphasizes the importance of accessibility, making their services available to everyone. Their office is equipped with facilities that cater to clients with mobility challenges, reinforcing their dedication to customer service excellence.

Why Choose Severn Financial Solutions

For individuals seeking expert guidance in managing their financial futures, Severn Financial Solutions offers a one-stop-shop for all financial needs. Their blend of specialized services, combined with a focus on accessibility and client satisfaction, positions them as a top choice in the Annapolis area.

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👍 Reviews of Severn Financial Solutions

Cynthia L.

5/5

Absolutely fabulous service. Michael helped me make great financial decisions and gave me great advice on my retirement. He helped me file my tax returns as well as a reviewed my past returns. He was able to provide me with a variety of options so I could make informed decisions about my investments.

Dave F.

5/5

Simply the best financial advice and handling one can get!

Daniel G.

5/5