Advocate Investing Services

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Image 1 | Advocate Investing Services Joe Gallagher, MBA, CFP® Richard Andrews, CFS® Mamie Liu, CFP® Heidi Hitchcock Dena Hudgins Gallagher, CFA
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Address

1320 Saint Michaels Road, Mount Airy, Maryland, 21771

Phone number

(240) 403-0039

Financial services firm located in Mount Airy, MD

Category

Finance & Insurance > Financial Planning & Investments

Email

Online

Advocate Investing Services advisors can help you preserve wealth and assets for retirement income, or establish an inheritance plan. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Advocate Investing Services, we have a holistic approach to client needs and focus on building long-term, trusted relationships with you. To us, you’re not just a number or portfolio. You are our priority and we have the tools you need to manage your money and investments.

Mon-Sun: By Appointment

Twitter: @advoinvesting

Facebook: https://www.facebook.com/advocateinvesting/

Services: Private Wealth Management, Institutional Money Management, Retirement Planning, Investment Planning

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