Institute for Financial Awareness - Gaithersburg, Maryland

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 17B Firstfield Rd # 108, Gaithersburg, MD 20878, United States.
Phone: 2402523408.
Website: ifaonline.org
Specialties: Non-profit organization.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Institute for Financial Awareness

Institute for Financial Awareness 17B Firstfield Rd # 108, Gaithersburg, MD 20878, United States

☎️2402523408

⏰ Open Hours of Institute for Financial Awareness

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of the Institute for Financial Awareness (IFA), presented in a formal and approachable style, suitable for someone seeking information about this organization:

Introduction to the Institute for Financial Awareness

For individuals seeking reliable and insightful guidance regarding personal finance, retirement planning, and government benefits, the Institute for Financial Awareness (IFA) stands as a reputable non-profit organization. Established with a commitment to empowering individuals with the knowledge they need to make informed financial decisions, IFA offers a unique and valuable service. This organization is dedicated to providing accessible, unbiased education and counseling, fostering financial security and independence for its clients.

Location and Contact Information

The IFA is conveniently located at 17B Firstfield Rd # 108, Gaithersburg, MD 20878, United States. Individuals can easily connect with the institute through their dedicated telephone line: Phone: 2402523408. Furthermore, prospective clients can access a wealth of information and resources on their official website: Website: ifaonline.org. The website provides details on their services, educational materials, and upcoming events.

Specialties and Services

IFA’s core expertise lies in providing comprehensive financial planning and guidance, with a particular focus on federal benefits. They assist clients in navigating complex systems and maximizing their potential eligibility for programs such as Social Security, Medicare, and veteran’s benefits. Their services extend beyond simple application assistance; they offer strategic planning to ensure long-term financial stability and retirement security. They are a non-profit organization, demonstrating a commitment to serving the public interest and prioritizing client needs over profit.

Accessibility and Amenities

Recognizing the importance of inclusivity, IFA operates with accessibility in mind. The facility boasts a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that individuals with mobility challenges can readily access their services. The environment is designed to be welcoming and comfortable for all visitors.

Client Feedback & Reputation

The Institute for Financial Awareness consistently receives high praise from its clients, as evidenced by its impressive average opinion of 5/5 based on Google My Business reviews. Feedback suggests a consistent theme of exceptional service, characterized by knowledgeable advisors and a genuine dedication to client success. Specifically, many clients highlight the responsiveness and ethical conduct of their advisors, particularly mentioning the detailed understanding of federal benefit intricacies. It is clear that a significant number of clients have benefited greatly from the personalized support they've received.

Further Information & Recommendations

Focus on Benefit Navigation: IFA excels in assisting clients with understanding and applying for federal benefits.
Personalized Planning: They offer tailored financial plans to address individual circumstances and goals.
Dedicated Advisors: Clients frequently praise the expertise and attentiveness of their assigned advisors.

For anyone seeking a trusted and knowledgeable resource for their financial wellbeing, particularly regarding government benefits, the Institute for Financial Awareness provides a strong recommendation. Their commitment to accessibility and client satisfaction makes them a valuable asset within the financial planning landscape.

👍 Reviews of Institute for Financial Awareness

Institute for Financial Awareness - Gaithersburg, Maryland

Mari M. S.

5/5

Nick has been instrumental to my financial and retirement planning for many years. He has been a tremendous source of knowledge and has provided sound advice. Nick is responsive, ethical, very knowledgeable of the intricacies of federal benefits, and I highly recommend him.

Yolanda K.

5/5

My husband and I have been clients of Nick Herman for more than a decade. Personally, he has always been courteous and patient during our calls/meetings. I love that he is always willing to answer our questions and explain new financial concepts.
He encourages regular meetings and sets up future meetings during our calls. Professionally, with his guidance and advice, we have seen our investments increase over the years. He has connected us to other external services that relate to other financial areas. I am glad that Nick and his team are helping us secure our financial future.

Sean K.

5/5

Nick Herman is an extremely knowledgeable and bright individual. Nick has helped my wife and I plan a path for our financial future.
Nick has always strategized to help our money grow while doing his best to try to safeguard what money we have through proper strategies as well.
He listens to your dreams and goals and helps you create a path and plan to reach them.
The advice he has offered has come from years of experience, studying trends and markets and a complete understanding of financial investment vehicles.
I can personally say that Mr. Herman is a trusted financial advisor and family friend.

Emily H.

5/5

Nick Herman at IFA has been a great help with getting our financial situation in order! We have been seeing him for several years and he has helped us plan for the future and pursue our financial goals as they change over time. We are so grateful to be working with him!

Austin A.

5/5

My wife and I have enjoyed a wonderful relationship with Nick Herman and his team at the Institute for Financial Awareness for over ten years now and we could not be happier with them and the wide range of services they have provided us. Those services have included life insurance, annuities, advice on 403B investments, estate documents preparation and referrals for mortgage refinancing. All the members of his team are professional, clear and patient about financial matters that we sometimes struggle to fully understand.

We initially chose to work with Nick because I was a federal employee and I realized my previous financial advisor did not adequately understand the benefits that came with my position. Nick specializes in working with federal employees and retirees and both my wife and I have benefitted greatly from his expertise.

When my wife and I retired, Nick and his team helped us through our transitions. We continue to meet with Nick virtually on a regular basis, even though we moved to a different state, one that is several hours away from IFA's office in Maryland.

I have recommended the Institute for Financial Awareness to friends and colleagues, especially those who are federal employees or retirees, and I will continue to do so without hesitation.

neil C.

5/5

Nick and his team have absolutely been the best. Nick has provided us so much knowledge financially. It is to a point where before we make a decision about our financial future, we make sure Nick is involved. Nick either supports our decisions or he provides a better path. As busy as they are, the team makes sure that we are provided some time to have a meeting. Nick has now provided assistance to majority of our family members. He provides the best solutions at the most professional way. On behalf of our family, we thank you for all your assistance. You are absolutely a great asset to your company.

Lynda P.

5/5

This is an excellent organization. Go to them for a free consult and bring all of your questions and they will provide answers. We saw Nick Herman and he is knowledgeable on Federal benefits, friendly, and easy to work with. They cover retirement, long term care, estate planning including wills and trusts, etc. They explain things in easy to understand terms. I've sent several colleagues to him and they were all extremely pleased with the service and information they received. Most of them were wondering when they could retire or whether they would be financially secure when they retire. At any stage of the game - young employees and those nearing retirement - you'll be glad you took the time to discuss financial strategies and outlooks with him. I highly recommend this organization!

Lori J.

5/5

Nick and his team are professionals! They are knowledgeable and willing to help you get your financial house in order, prepare for retirement, etc. He is available in person and online to meet your financial needs. I have yet to meet him in person, but online he has been able to accomplish everything I needed, and I didn't leave my home. He was highly recommended to me, and I would highly recommend him.