Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
GT Financial Services, Inc |
| Address: |
23274 Nicholson Street |
| City: |
Hollywood |
| State: |
MD |
| Zip Code: |
20636-3286 |
| Telephone: |
(301) 997 - 0452 |
| Fax: |
(301) 997 - 0454 |
| Web Site: |
n/a |
| |
| Provide comprehensive financial planning with
emphasis on retirement, investment and tax strategies. Registered Investment
Advisor. Certified Financial Planner, CFP. Chartered Federal Employee Benefits
Consultant. An Independent Fee only Financial Planner. Provide Financial Planning
Educational Seminars. Retired Federal Employee. B.S in Finance and an MBA. Serve
clients in Southern Maryland. Specializes in DOD Civilian and Military Financial
Planning |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Gene W. Townsend |
(301) 997 - 0452 |
townsendgw@earthlink.net |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 65
Insurance Licenses (Life, Health, Disability, etc):
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): CFP, ChFEBC and Registered Investment Advisor
Education/Area of Study: B.S. Finance, MBA
Associations and Affiliations: Financial Planning Association
Experience:
I have / The office has been providing financial and/or related advice to clients
for 11 years.
How I/we charge clients for services:
X |
Fee for Financial Planning
(initial, hourly, and/or retainer) |
--- |
Fee based on percentage
of assets managed; percentage ranges |
--- |
Commissions, trail fees,
redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
X |
Tax preparation |
X |
Comprehensive financial
planning |
--- |
Investment and asset management |
--- |
Insurance |
X |
Elder and long-term care
planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty: Retirement, investment and tax
planning
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
