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Boizelle Insurance Partnership

Founded 1957 • With Angi since April 2014

5.0

(2) Verified Reviews

Service Categories

Description

Established in 1957 Boizelle Insurance Partnership is a independent insurance agency located in Gaithersburg, Maryland. Boizelle....

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SOVEREIGN WEALTH MANAGEMENT

5.0

(9) Verified Reviews

SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.

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Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

Verified Reviews

A few reviews for this pro…

5.0

05/16/2016

unknown

DESCRIPTION OF WORK
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CATEGORY insurance companies

5.0

09/12/2013

Boizelle provides me with my car insurance and home insurance. They are very responsive and helpful with any questions. I have been a customer of theirs for 4 years now and I have no complaints.

DESCRIPTION OF WORK
Car Insurance Home Insurance

CATEGORY insurance companies

Services Offered

Insurance vehicles, home products, homeowners, condominium owners, tenants, landlords & investors.

Services Not Offered

Health insurance.

General Information
Free Estimates
Yes
Payment Options
Check, Visa, MasterCard
Emergency Service
Yes
Warranties
Ask for details