Founded 1981 • With Angi since August 2017
We offer our services NATIONWIDE. 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.
Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.
Awards and Badges
Angi Certified
Business Highlights
LGBTQ+ Friendly
Family Owned & Operated
24/7 Service Offered
Emergency Services Offered
Eco Friendly
Wears MaskImages
Verified Reviews
Ratings Distribution
Rating Details
Price
Professionalism
Punctuality
Quality
Responsiveness
Showing 1-9 of 9 reviews
Carla J.
12/18/2019
They have worked for me for many years and have provided great service to me. They have made profitable choices to handle my investments so I can live well in my senior years. I have been impressed with the wonderful way they keep me informed and help me make investment decisions. They are especially good at helping widowed persons plan for the rest of their lives, possibly alone.
Description of Work
Financial Planning, Guidance - Financial & Estate Planning, Insurance Agencies
Category
financial advisor, insurance companies
Cost
$5,000
Hire Again?
Yes
Claire V.
11/04/2019
I have been working with Gary Korolev at Sovereign for several years, and have nothing but positive things to say about the company and their service. The meetings are comprehensive and detailed, and there is a natural progression from one review meeting to the next. I really feel like Gary and his team know me and care about me, and my financial well being. I would recommend them to anyone!
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Description of Work
Financial Planning and Investment Advice
Category
financial advisor, insurance companies
Hire Again?
Yes
Leander W.
11/10/2017
Very professional approach to our goals and objectives for our portfolio. Periodic rebalancing of stocks, bonds and cash reserves for emergencies. Overall handouts at each of our twice a year meetings. Decisions were ours, but alternatives were always on the table.
Description of Work
Financial and retirement planning
Category
financial advisor
Hire Again?
Yes
Dixie T.
11/05/2017
Whether through emails, mail, phone calls or in person, Gary continuously shares his research and analytics to support his advice. He is not someone you meet once and never see or hear from again. We feel very secure in our decisions to work with Gary Korolev and his team.
Description of Work
Gary Korolev, CFA, of Sovereign Investment Group, has worked hard for us. We feel we have built a high-quality relationship that serves our financial needs and preferences. Gary has assisted us in designing and executing a plan that best fits us, including analysis of our goals, needs and risk tolerances.
Category
financial advisor
Hire Again?
Yes
Michael A.
11/02/2017
Frances K.
09/11/2017
Maksym L.
09/07/2017
Olena G.
09/06/2017
Marina H.
09/04/2017
Extremely well
Description of Work
Recently I found I had to consolidate and simplify my financial investments into a coherent and understandable portfolio. This Sovereign has tackled and achieved with great success. Sovereign went to great length to explain every detail and showed impressive patience in answering all my questions and concerns. I highly recommend Sovereign to anyone looking for professionalism and integrity.
Category
financial advisor
Hire Again?
Yes
Other Information
Services Offered
Financial Planning,
Insurance Agencies,
Services Not Offered
Ask for details
Licensing
Licensed
- Trade License Number
- 3000030558
- Trade License Locale
- Maryland
- Trade License Authority
- Maryland: Insurance (NAIC)
- Trade License Expiration
- 04/30/2023
Bonded
Insured
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.To find more licensing information for your state, visit our Find Licensing Requirements page.
We are actively performing full services. We are taking additional precautions to protect our customers.
Health & Safety Measures
We will wear masks and gloves when we visit your home
We will sanitize the workspace and all areas touched
We offer estimates and quotes using video calling
We accept remote payment
All statements concerning COVID‑19 business operations and essential services are informational only, and are self‑reported and not verified by Angi.