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Bernard R. Wolfe & Associates

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at bernard r. wolfe & associates, inc., we pride ourselves on providing personal attention to each and every client since 1981. the professionals at bernard r. wolfe & associates offer wealth management strategies and institutional investment services to our diverse client base, ranging from young people just getting started to married couples and retirees; and from large and small corporations to professional athletes. our firm's principal, bernie wolfe, has nearly 40 years of experience assisting clients in making pertinent decisions regarding their personal and professional financial goals. our in-depth knowledge of our clients’ situation greatly enhances our ability to advise. we pride ourselves on communicating regularly with our clients through in-person meetings, conference calls and through regular commentaries. securities and investment advisory services offered through nfp advisor services, llc (nfpas), member finra/sipc. bernard r. wolfe & associates, inc. is affiliated with

Headquarters:
6116 Executive Boulevard, Suite 410, Rockville, Maryland, United States, 20852
Industry:
Financial Services
Founded:
1981
Employees:
5
Annual Revenue:
-

Type: Private
Ticker: -
United States 5
Executive Compensation PlanningEstate PlanningEducation PlanningAsset AllocationTax PlanningBenefit Analysis and PlanningRetirement PlanningWealth ManagementInsurance Analysis and Planning
SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies
NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing

Frequently asked questions about Bernard R. Wolfe & Associates

Let us help answer the most common questions you might have.

Where is Bernard R. Wolfe & Associates located?

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Bernard R. Wolfe & Associates' headquarters is located at 6116 Executive Boulevard, Suite 410, Rockville, Maryland, United States, 20852

What is Bernard R. Wolfe & Associates' official website?

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Bernard R. Wolfe & Associates' official website is bernardwolfe.com

What is Bernard R. Wolfe & Associates' SIC code?

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SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies

What is Bernard R. Wolfe & Associates' NAICS code?

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NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing

How many employees does Bernard R. Wolfe & Associates have?

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Bernard R. Wolfe & Associates has 5 employees

What industry does Bernard R. Wolfe & Associates belong to?

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Bernard R. Wolfe & Associates is in the industry of: Financial Services

What are Bernard R. Wolfe & Associates' social media links?

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Bernard R. Wolfe & Associates Facebook page
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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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