Based in Maryland · Serving clients virtually nationwide

Contact

Schedule a virtual appointment

Tell us a little about your situation and we will follow up within two business days to schedule your consultation.

Service needed

Your information is kept confidential and used only to respond to your inquiry.

Firm details

  • Email
    info@neesefinancial.com
  • Phone
    (240) 324-1953
  • Hours
    Mon–Fri, 9:00 AM–5:00 PM ET
  • Location
    Maryland-based · 100% virtual, serving all 50 states

Ready to become a client?

Skip the back-and-forth — complete our new client intake form and we will come to your first appointment prepared.

Start New Client Intake