Investment Services
Mendelson and Mendelson, CPA's has a strategic alliance with The Capital Financial Group and works closely with selected Financial Advisors on behalf of our clients. Through our alliance, you will benefit from our coordinated approach of assisting you in reaching your investment goals by integrating your investment needs with your tax needs to enhance your overall financial strategy.
This alliance provides our clients with a broad range of services and the vast resources of The Capital Financial Group. Within this program, we remain as your counselor as we evaluate, facilitate, and oversee opportunities to meet your needs.
Through this arrangement, you will gain access to: A broad array of financial services, A diverse selection of investment advisory portfolio management programs, An experienced Financial Advisor, The strong resources of The Capital Financial Group, A variety of analytical and planning resources.
For more information on the services available through The Capital Financial Group, click on the link or call us at (301) 656-0001 to set an appointment.