Happy Halloween from the Offit Advisors team! Wishing everyone a fun, safe, and spooky day! ?????? Ben Offit, CFP? Laura Sendldorfer, ChFC?, CIC? Sophia Trakhtman Zachary W. Jeanne Berger Barbara Owens #Halloween #Team #Costume #Festive
Offit Advisors
金融服务
Columbia，Maryland 463 位关注者
Your Plan. Peace of Mind. Confidence for a Lifetime.
关于我们
A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach. We posses significant experience, expertise, and resources within a broad range of matters including financial planning, tax planning, investments, and insurance. Miracle Mile Advisors is a Registered Investment Advisor (RIA) firm with professionals dedicated to serving individuals, families, and closely held businesses through a client-centric approach. We bring significant experience, expertise, and resources across a broad range of services, including financial planning, tax planning, investments, and insurance. All investments involve risk and may result in loss. Past performance is not indicative of future results, and no assurances are provided that any investment strategy will achieve its objectives. This communication is intended for U.S. residents only. Miracle Mile Advisors and its representatives may only conduct business in states where registered or otherwise exempt from registration. Please consult with a professional regarding your financial situation before making any financial decisions.
- 网站
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https://www.offitadvisors.com
Offit Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Columbia，Maryland
- 类型
- 私人持股
- 创立
- 2018
地点
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主要
获取路线
6990 Columbia Gateway Dr
Suite 150
US，Maryland，Columbia，21046
Offit Advisors员工
动态
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?? Our August edition of On It with Offit is out! This month, we're highlighting our upcoming Financial Literacy event, OA team travels, valuable client testimonials, and why estate planning documents are crucial for securing your future. Stay informed and empowered with the latest insights! https://lnkd.in/eeF6DAga
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Founder & CEO - helping business owners + entrepreneurs grow with confidence and peace of mind
Hanging with my pal Kevin Plank. Go Terps! #umd #underarmour #entrepreneurship
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Check out our July edition of On It with Offit! This month, we’re excited to highlight Ben Offit, CFP? and Sophia Trakhtman on Klik TV where they share insights on managing financials. Plus, Ben shares photos of his journey through beautiful Wyoming. Check out the link in our story! https://lnkd.in/gxQVFrt5
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June newsletter highlights! ?? ?? Congratulations to Barbara Owens and Jeanne Berger for 8 great years with Offit Advisors. Our clients and team value you and appreciate all your hard work. ??? Mark your calendars! This fall, we’re hosting an educational event aimed at empowering teens, and young adults with essential financial literacy and investment knowledge. More information to come. https://lnkd.in/eYdc9a3n
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Offit Advisors's Ben Offit, CFP? and Sophia Trakhtman recently engaged in an insightful conversation with Klik.Solutions' Brooke (A.K.A. TechBarbie Blog). Topics covered included saving, investment strategies, financial literacy, and common financial mistakes. Take a watch! #CFP #FinancialPlanning #FinancialLiteracy #WatchNow
Klik TV Episode 67: Managing Financials with Offit Advisors
https://www.youtube.com/
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Thank you Offit Advisors for coming on as a guest for our web show, Klik TV Online. Check out the latest interview to discover insider information on the best ways to enhance your financial literacy and plan for a better future. #webshow #kliktv #kliktvonline #mustwatch #videoblog #finance #financialliteracy #technology Roman Shraga Evelina Fishman Neil Konstantoulas Carin Weiss Kenny Kulesz Keenen Reynolds Frank Binder
Join Brooke, aka TechBarbie, as she sits down with Sophia Trakhtman and Ben Offit of Offit Advisors for an engaging conversation on Klik TV Online.?? Together, they'll delve into the latest trends, strategies, and challenges in the financial advising industry, offering valuable insights and expert advice. This episode promises fresh perspectives and practical takeaways. ?? Don't miss this opportunity to learn from the best in the business—tune in and join the conversation!?? https://hubs.la/Q02CTX-k0 #kliktv #kliktvonline #interview
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Ahoy, legal professionals! Offit Advisors invites lawyers and other legal professionals to set sail with Klik Solutions for an exclusive networking happy hour aboard a pirate ship! ???? Join us on Thursday, June 27th, from 4:30 PM to 7:00 PM for "Tech Treasures" — an event designed to help you navigate the latest in legal tech, cybersecurity, and cloud solutions. Don't miss this opportunity to connect with fellow law firms and industry experts in a unique and exciting setting. ??? Date: Thursday, June 27th ? Time: 4:30 PM - 7:00 PM ?? Location: Aboard the Pirate Ship Click below to register! ???? https://lnkd.in/edj59y-3 #LawTech #NetworkingEvent #LegalProfessionals #CyberSecurity #CloudSolutions #KlikSolutions
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Founder & CEO - helping business owners + entrepreneurs grow with confidence and peace of mind
Great night with the Offit Advisors team at the Ulman Foundation house. It was an honor to help serve dinner and have some laughs with great people. Keep up the good fight! ?? ?? ?? ??
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