Laura S. Stohlman
Medallion Financial Group
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Certified Financial Planning Practitioner
Offering advice since: 1983
Areas of focus:
- Annuities
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Laura S. Stohlman:
Laura Stohlman is a partner of Medallion Financial Group, an established independent, family-owned business. A Certified Financial Planner(TM) and Registered Financial Consultant(TM), Laura is passionate about making a difference in her client's lives. Her individual dedication to her client's best interest pushes her to constantly find better solutions to help pre- and post-retirees, business owners and individuals make critical financial decisions.
Providing professional financial advice with complete objectivity is a reflection of Laura's desire to be a tireless advocate for her client's best interests. Her affiliation with a major independent broker dealer allows them access to a wide variety of products and services without losing the relationships people often sacrifice with national companies.
Laura has been married to John and they have been working together since 1983. They both have extensive knowledge in the Financial, Estate and Retirement planning areas. They are also frequent keynote speakers around the DC Metro area.
Compensation and Fee Structures:
Varies. They will be discussed at the first meeting.
Licenses, Certifications & Affiliations:
CFP(R), CEP(R), RFC(R), CSA(R)
Education:
Not specified
Will provide references upon request?
Yes
Further information about Medallion Financial Group:
(Size of firm: 0-9 advisors)
Medallion Financial Group is an established independent, family business led by investment advisors John Stohlman, Laura Searles Stohlman, and Dan Searles.
Providing professional financial advice in a warm, home-like office setting, their complete objectivity in the solutions they offer is a reflection of their desire to be tireless advocates for their client's best interest. They are a dynamic family team working together with complimentary skills and philosophies.
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Medallion Financial Group and NPC are separate and unrelated companies.
Contact Information for Laura S. Stohlman
Phone: (301) 990-9704
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Fax: (301) 975-9505
Address for Laura S. Stohlman:
13 E. Deer Park Drive
Gaithersburg, MD, 20877
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