Axiom Value, LLC

Axiom Value, LLC

金融服务

Rockville,MD 260 位关注者

Helping Hardworking Individuals, Families and Small Business owners make confident financial choices.

关于我们

OUR MISSION: To Create Value for Our Clients WHAT WE DO: We specialize in working comprehensively with our clients’ wealth, financial and retirement needs. Our services to our clients include 401(k) Rollovers * Retirement Planning - IRA, SEP * Investment and Brokerage Services * College Educational Planning * Insurance - Life and Long Term Care Planning. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC, www.finra.org /www.sipc.org. Advisory Services offered through USAdvisors Wealth Management, LLC, SEC Registered Investment Firm. Momodou Bojang, Representative. Axiom Value, LLC, USAdvisors Wealth Management, LLC and the Osaic Wealth companies are unaffiliated. Securities licensed in DC, DE, CA, FL, MA, MD, VA, NJ, NY, SC, WI, TX, NOT FDIC, NCUA INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE. NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

网站
https://www.axiomvaluellc.com
所属行业
金融服务
规模
2-10 人
总部
Rockville,MD
类型
私人持股
创立
2012
领域
Wealth Management、Retirement Planning、Financial Planning、Insurance - Life and Long Term Care、401(k) Rollovers、Investments、Brokerage Services和Money Management

地点

  • 主要

    9201 Corporate Blvd.

    Suite 270

    US,MD,Rockville,20850

    获取路线
  • 5666 Columbia Pike

    US,VA,Falls Church,20837

    获取路线

Axiom Value, LLC员工

动态

  • 查看Axiom Value, LLC的公司主页,图片

    260 位关注者

    As we celebrate National Gratitude Month, it’s the perfect time to pause and reflect on what we’re thankful for—and how those blessings shape our vision for the future. Gratitude isn’t just about the present; it’s also a powerful tool for planning the next chapter of life, including retirement. Gratitude helps us focus on what truly matters: cherished relationships, meaningful experiences, and the sense of purpose that brings joy to our lives. These same values can serve as a compass for retirement planning. Instead of thinking solely about dollars and cents, consider the life you want to live. By aligning your financial goals with your values, you can create a retirement plan that feels less like an obligation and more like a gift to your future self. What are you grateful for this month, and how does it inspire your vision for the future? ? #GratitudeMonth #RetirementGoals #InspiredLiving #AxiomValueLLC #RetirementPlanner

    • 该图片无替代文字
  • 查看Axiom Value, LLC的公司主页,图片

    260 位关注者

    This month is Long-Term Care Awareness Month—which is a great time to think about securing a comfortable and well-prepared future, through every stage of life! ?? Long-term care is a crucial part of retirement planning, (even though it can be a difficult conversation) ensuring that as we age, we have options for support, whether it’s in-home care, community services, or specialized facilities. By including long-term care in your retirement planning, you're taking steps toward peace of mind and preparing for a future where you can enjoy life with confidence. Let’s start the conversation about building a retirement plan that considers all stages of life. ? #LongTermCareAwareness #RetirementPlanning #PlanAhead #AxiomValueLLC

    • 该图片无替代文字
  • 查看Axiom Value, LLC的公司主页,图片

    260 位关注者

    ? Holiday Prep vs. Retirement Prep ? Getting ready for the holidays and planning for retirement have some surprising similarities. Both take a little vision, a solid plan, and the flexibility to adapt. Here’s a fun look at how they line up: ?? Creating the Vision - Holidays: Dream of family gatherings, cozy moments, and festive cheer. - Retirement: Imagine travels, hobbies, or just kicking back! ??? ?? Making a Plan - Holidays: Lists, budgets, decorations, and recipes to keep it festive and fun. - Retirement: Saving, investing, and a long-term game plan to reach your goals. ?? ??♂? Unexpected Surprises - Holidays: Extra guests or last-minute menu changes? No problem! - Retirement: Life happens—market ups and downs, health needs, but with a good plan, you’re ready. ?? Savoring the Moment - In both cases, it’s all about enjoying life and making memories with the people you love. No matter the season, a little prep goes a long way! ? #HolidayPrep #RetirementReady #LifePlanning #AxiomValueLLC

    • 该图片无替代文字
  • 查看Axiom Value, LLC的公司主页,图片

    260 位关注者

    Medicare plans change from one year to the next. Next year, all Medicare prescription drug plans will include a yearly $2,000 cap on your out-of-pocket drug costs. The cap only applies to drugs covered by your plan. So, it's more important than ever to make sure your drugs are covered. Review and compare all your health and drug options and see if you can save. https://lnkd.in/dftjCewa #medicare #openenrollment #axiomvaluellc

    • 该图片无替代文字
  • 查看Axiom Value, LLC的公司主页,图片

    260 位关注者

    ? November is National Gratitude Month – Perfect for Reflecting on the Gift of Retirement!? Retirement is more than a milestone – it’s a time to celebrate all the moments, people, and hard work that brought us here. This month let’s take time to express gratitude for the opportunity's retirement offers: more time with loved ones, new adventures, and the chance to dive into passions we’ve always dreamed of exploring! ?????? Gratitude helps us embrace each day with purpose and appreciation. What are you grateful for on this journey? Share in the comments – let’s inspire each other! ?? #NationalGratitudeMonth #ThankfulForRetirement #NewChapter #AxiomValueLLC

    • 该图片无替代文字
  • 查看Axiom Value, LLC的公司主页,图片

    260 位关注者

    ?? November is National Gratitude Month! ?? As we dive into the holiday season, there's no better time to pause and appreciate the simple joys around us. Gratitude is more than a feel-good moment – it's a mindset that can transform our lives, boost our happiness, and bring us closer to others. ???? Take a moment each day to reflect on something you're thankful for. Big or small, every bit counts. Share with us in the comments: what are you grateful for today? Let’s spread the positivity! ???? #AxiomValueLLC #NationalGratitudeMonth #ThankfulHeart #SpreadKindness

    • 该图片无替代文字

相似主页

查看职位