Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
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SPECIAL ADVERTISING SECTION<br />
MARCY A. KELLY<br />
Tax and <strong>Wealth</strong> Management Services<br />
• <strong>Wealth</strong> management and investment advisory services<br />
• Tax, retirement and estate planning<br />
• Individuals and small businesses<br />
Designations: CPA, MBA, PFS, CFP®<br />
H elping<br />
JEFF KLAUENBERG<br />
Making Retirement Comfortable and Enjoyable<br />
• Independent, fee-based, comprehensive management of<br />
retirement needs<br />
• Actively managed risk-adjusted portfolio management<br />
Areas of Focus: Retirement, tax, estate planning and wealth management<br />
Designations: MA, RIS, CFP®, CPA/PFS<br />
S ince<br />
1983, Jeff Klauenberg’s firm has specialized in managing retirements. The retirement<br />
years are unique. The focus is on securing income needs, health needs, protecting assets<br />
and wealth transfer. Klauenberg Retirement Solutions is different. They “actively manage” for a<br />
successful retirement. Their tactical portfolio strategies focus on risk management during bad<br />
markets and attractive returns in good markets. There has never been a more important time<br />
to manage portfolio risk and income needs, nor a better time to put Klauenberg Retirement<br />
Solutions to work for you.<br />
14502 Greenview Drive, Suite 420 • Laurel, MD 20708<br />
Office : (301) 317-0401 • Toll-free : (877) 715-0400<br />
J eff@KlauenbergRetirementSolutions.com • www.KlauenbergRetirementSolutions.com<br />
Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory<br />
services offered through Questar Asset Management (QAM), A Registered Investment<br />
Advisor. Klauenberg Retirement Solutions is independent of QCC and QAM.<br />
<strong>2011</strong><br />
<strong>FIVE</strong> <strong>STAR</strong><br />
WEALTH MANAGERS<br />
clients make informed financial decisions has been our priority for more than<br />
30 years. Focused on each client’s goals, we are committed to helping to achieve them.<br />
As a Certified Public Accounting firm, we consider the tax ramifications of every investment<br />
decision, from charitable giving to the transfer of wealth. As a result, estate and tax planning<br />
are an integral part of the plan.<br />
usiness<br />
o Business Se<br />
endo Business Servic<br />
1916 South Crain Highway, Suite 18 • Glen Burnie, MD 21061<br />
Phone: (410) 766-1122<br />
marcy@marcykelly.com • www.marcykelly.com<br />
Marcy Kelly is a Registered Representative of LaSalle St. Securities, LLC (LSS) and Investment Advisor Representative of<br />
LaSalle St. Investment Advisors, LLC (LSIA). LSS is affiliated with LSIA. Securities are offered through LSS, a member of<br />
FINRA & SIPC. 940 N Industrial Dr. Elmhurst, IL 60126-1131. Investing involves risks, including the risk of principal loss.<br />
escendo Business Services<br />
Crescendo Business Servic<br />
Left to right:<br />
Will Heil, <strong>FIVE</strong> <strong>STAR</strong> <strong>Wealth</strong> Manager Jeff Klauenberg<br />
and Sue Klauenberg<br />
Crescendo Business Se<br />
www.fivestarprofessional.com FEBRUARY <strong>2011</strong> / baltimoremagazine.net / FS-29<br />
scendo Business<br />
ndo Busin<br />
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