Bill Shank

Bill Shank [ChFEBC]

25736 Military Rd
Cascade, MD 21719

Original Certificate Date: 2/19/2022

ChFEBC℠ Number: BS02112C2

Organization: Covered Bridges Financial Strategies, LLC

Broker Dealer: Grove Point Investment, LLC

Phone: 240-920-6000 ext 101



States Currently Licensed: MD, PA, VA, DC, DE, NJ, NC, GA, OH, FL, CO, CA

State Insurance License #: 100044327

CRD #: 4829362

Primary Insurance: We work with many insurance companies so that when insurance is appropriate, we can find the appropriate product at a competitive price

Primary Investment: We work with many investment companies for both commission based investments and advisory based investments. Through understanding our clients’ need we can make recommendations that are in their best interest.

Services: We focus on financial planning so that we can work with our clients to develop a road map to and through retirement. From the financial plan, we can identify needs that we may be able to address through other products and services.

Additional Information: Every client’s needs are unique. we have the ability to address those needs through many products to include, insurance, securities, annuities, etc. By completing a financial plan, we have the information needed to solve for your needs with the appropriate products.