Wealthflow Financial
WealthFlow Financial is an independent retirement planning and insurance agency with offices in Frederick, MD and Chadds Ford, PA. We help people retire comfortably through safer investment strategies. Our mission is to work closely with our clients to design retirement strategies that provide confidence and clarity while also helping to protect their future. Using customized strategies that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents. WealthFlow Financial is insurance licensed in MD, DC, VA, WV, DE, PA, NC, SC, GA, and FL. Certa Advisors LLC does not offer tax advice. Tax planning and preparation offered through Certa Tax Services LLC. Investment advisory services offered through NorthPeak Financial Inc, an Investment Adviser registered in the state of Maryland. To learn more about WealthFlow Financial, visit http://wealthflowfinancial.com
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Liana Hallam
Director of Operations · Operations
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Jamiyl Shareef
Vice President & Federal Benefits Consultant · Other
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- 1director of operations
- 1vice president & federal benefits consultant
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