Montgomery Financial Services opened its new office on Liberty Road in September 2018 and is now home to two local advisors, Edward Scott and Edward Loftice. Both have a solid foundation within the community, residing in the Carroll County/Howard County area for nearly 50 years.
As fiduciaries and Registered Investment Adviser representatives of Montgomery Financial Services, both Scott and Loftice provide a holistic planning approach for their clients. This includes retirement income planning, proactive tax planning, portfolio management, long term care strategies, insurance solutions and ongoing financial coaching and education. They are committed to working with individuals that are interested in securing their financial futures through personal, one-on-one consultations and workshops they conduct throughout the region.
Montgomery Financial Services LLC is an independent, fee-only, fiduciary, registered investment advisory firm located in Berlin, Maryland, and Eldersburg.