CALL to schedule an appointment, toll-free 866-681-PLAN (7526.) All new clients are offered a convenient, confidential, and no cost initial consultation, which is an opportunity to learn more about your financial goals and objectives and determine if we can help you achieve them. Appointment times are available during the day and evening on Tuesday, Wednesday, and Thursday.
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SELECT a meeting location that is most convenient for you, which can be scheduled at your home, office or other preferred location because we are committed to delivering exceptional personalized service. If you prefer to come to us, initial consultations can be conveniently scheduled at the home office of Christine Parker, CFP(r) which is located at 9300 Endowment Place, La Plata, MD 20646. See Contact Us for mapping turn-by-turn driving directions.
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| Sotterly Plantation, Historic Landmark in Southern MD |
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COMPLETE the Client Questionnaire to help us learn about you and better understand your current financial picture.
BRING the completed client questionnaire form and important documents to the initial consultation. Please find an Important Financial Documents Checklist, provided by Certified Financial Planner Board of Standards, Inc.'s, that will help you. If you choose to retain our services, we can make copies of any original documents for your client file.
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ASK questions at your initial consultation. Frequently Asked Questions are available for your review, which correspond to the Certified Financial Planner Board of Standards, Inc.s consumer guide: 10 Questions to Ask When Choosing a Financial Planner.
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TAKE TIME TO CHOOSE a financial planner who is competent and trustworthy, one of whom you can depend for professional advice and services. Click here to learn what you should expect as a new client of Parker Financial, LLC.
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SATISFACTION SURVEY Please take a few minutes to complete the 5 question survey on the quality of service we provided during your initial consultation. Your feedback is welcome and your honesty is appreciated. With your help, we hope to strengthen our client service and better meet your needs, wants and expectations. Please click the link below to take the survey:
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