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Financial Foundations, Inc.
- Investment Service
- Mount Airy, MD
About this business
Financial Foundations, you have the resources of a large firm with the personal attention of a small practice. We work comprehensively with our clients and their wealth management plans in a collaborative way. We utilize a disciplined approach that incorporates the 13 Wealth Management Issues that our research shows are important for our clients to address. A personal financial plan is created for clients that addresses the management issues on a more detailed level so we can create appropriate recommendations. By leveragi... read more
Location details
602 Center Street, Suite 105, Mount Airy, MD, 21771, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I was a Financial Foundations client for many years and they terminated my agreement with them by form letter because I had not been active enough. I requested a phone call to discuss the transfer of my remaining account, which was denied and I was left with a toll free number to call. I sent an email explaining how insulted I felt by the manner in which this termination was handled and that my inactivity was related in part to a chronic illness. Although I was a client for many years, Eric Meushaw couldn't be bothered for ... read more
Frequently asked questions about Financial Foundations, Inc.
How is Financial Foundations, Inc. rated?
Financial Foundations, Inc. has a 5 star rating with 3 reviews.
When is Financial Foundations, Inc. open?
Financial Foundations, Inc. is closed now. It will open at 9:00 a.m.