MyTaxx and Insurance Office | Brandywine, MD

  • Service Area: Brandywine, MD
MyTaxx and Insurance Office

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Cash
  • Check
  • Credit Card
  • PayPal
  • Square Cash App
  • Zelle

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Tax planning
  • College planning
  • Trusts or estate planning
  • Annuities
  • Home purchase
  • Mutual funds

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Helping all people achieve financial security and peace of mind. That is my motto. I am a licensed broker with First Financial Security, Inc. and work with one of the fastest growing companies in the DMV. I am committed to offering clients with the latest financial products that match up with THEIR goals and needs, not mine. I work with some of the country’s leading carriers and I am able to provide clients with the power of choice.

I LOVE what I do because I am helping people to achieve financial security and peace of mind.

I run my practice virtually working with clients all over the country.

With over 15 years of experience in the financial services industry, my passion is to educate my community and show them how bright the future can be by following a comprehensive financial plan that is customized based on their unique circumstances. I educate clients on the most efficient use of their existing resources, keep them on task, and help them make strategic financial decisions. Most importantly, together, we help protect the things in life that are most important to them, allowing them to focus on enriching their life, accomplishing their goals, and achieving their dreams.

On top of that, I am the owner of MyTaxx Office, LLC and can assist you with tax preparation for your individual or small business tax needs. Once you obtain wealth through our financial services, you'll need tax assistance! Don't let Uncle Sam take it all!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • DeVere Patton
    • Completed on 9/30/2021

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