Severn Financial Solutions, Llc
Our approach is to listen first. We take the time to understand your unique circumstances, challenges and goals. Using a comprehensive approach, we consider all of the facets of your specific situation, so as to minimize surprises while developing personalized solutions. Watch a video about The Severn Approach. We strive to develop strong and long lasting relationships with our clients built on trust and confidence. These relationships mean we know the facts and circumstances of your situation so that whenever you call, we already know the back story, you will only need to tell us what is new or what has changed. You'll never be subjected to an impersonal 1-800 help line where you’re just another anonymous account number. Our unique process assists us in developing a plan that will help achieve your goals. We call it "The Severn Program" – We complete these steps with every one of our clients at the beginning of our engagement and throughout our relationship
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Verified contacts
7
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- EC
Erin Calabrese
Event Manager · Operations
EmailPhone - ER
Emily Rasmussen
Office Manager & Insurance Brokerage · Other
EmailPhone - JL
Jacklyn Lehr
Office Manager · Operations
EmailPhone - DM
Derek Merrell
Administrative Assistant · Operations
EmailPhone - MC
Michael Calabrese
Certified Financial Planner (Tm) · Finance & Accounting
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Severn Financial Solutions, Llc
6 distinct titles indexed · top 6 shown.
- 2office manager
- 1administrative assistant
- 1certified financial planner (tm)
- 1event manager
- 1financial planning intern
- 1office manager & insurance brokerage
Sign up to unlock all 7 contacts at Severn Financial Solutions, Llc
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