Bill Shank [ChFEBC℠, AIFA]
25736 Military Rd
Cascade, MD 21719
Original Certificate Date: 2/19/2022
ChFEBC℠ Number: B21S1202C
Organization: Covered Bridges Financial Strategies, LLC
Broker Dealer: Grove Point Investment, LLC
Phone: 240-920-6000 ext 101
States Currently Licensed: MD, PA, OH, VA, NC, GA, FL
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.