When it comes to your financial health, we know that you have many options, and this is why we are grateful for your visit today.

Change happens. With each passing year our asset values, our income needs, and our risk tolerance all change. Insurance and investment companies are always creating new products and developing new strategies. As the process of financial planning becomes more complex, it is obvious that one insurance or investment company alone cannot solve all of the needs of folks today. For this reason we work as an independent insurance and investment brokerage firm. We are not captive to any insurance company, investment company or bank. You can be assured that you are always receiving honest, unbiased advice from a qualified financial professional.

We want to take the time to help you define your goals and objectives. Let us make suggestions and assist with implementing a plan. We will walk you through the process, and you will not be disappointed. Our goal is and always will be, to provide the commitment and service that you have every right to expect! Call (410) 663-0700 to learn why the majority of our clients come by referral.





 

9621 Harford Road, First Floor, Baltimore, MD 21234
Telephone 410-663-0700     Fax 410-663-6700

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Chelf Asset Management / Senior Resources Inc., are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC OF America in FL & NY, Member NASD/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Chelf Asset Management/Senior Resources Inc., and NPC are separate and unrelated companies.

NPC PRIVACY POLICY