DeFrehn Consulting

Financial consultant

0(0 reviews)

Services Offered

401(k) management
One-on-one financial planning
Investment committee guidance
Investment Policy Statement (IPS) writing and reviews
Quarterly plan reviews

About

DeFrehn Consulting is a local independent financial advisory firm located in Adamstown, Maryland. They specialize in providing financial planning and investment guidance tailored to local businesses. Their services include 401(k) management, one-on-one financial planning for employees, investment committee guidance, and the creation and review of Investment Policy Statements (IPS). The firm employs Behavioral Finance Techniques to ensure clients' plans, goals, and values are aligned, enhancing their chances of financial success.

Reviews

Location

5641 Mountville Rd, Adamstown, Maryland

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Contact This Advisor

Business Information

Address

5641 Mountville Rd
Adamstown, Maryland 21710

Phone

+1240-720-5153

Website

http://www.defrehnconsulting.com/

Business Hours

Contact for business hours