Financial Services Advisory

$2.6M revenue • 12 employees • 1 Church St # 901, Rockville, MD, 20850, United States

Last Updated Oct 2, 2026

Company Overview

Company Name

Financial Services Advisory

Address

1 Church St # 901, Rockville, MD, 20850, United States

Approx. Annual Revenue

$2.6M

Employees

12

Established

1999

Google Reviews

5.0 (5 reviews)

About Financial Services Advisory

Financial Services Advisory (FSA) is a financial planning and wealth management firm based in Rockville, Maryland. The company has several experienced financial advisors and offers a range of services, including portfolio management and financial planning. FSA has been helping clients manage their money for over three decades.

Business Profile

Read from the Financial Services Advisory website on Oct 12, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed)
8/10 · Current copyright 2025; Complete service and contact info
Footer copyright year
2025

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Key Decision Makers

John Jones Client Service Associate
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Ann Wickerham Client Service Associate
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Aaron Weston Financial Advisor
LinkedIn
Kim Basenback Director of Financial Planning, Partner
LinkedIn
Jamie Leggieri Client Service Manager
Jim Joseph President
LinkedIn